1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BISON WEALTH, LLC

Map pinATLANTA, GA
Phone404-841-2224
NotebookSEC #801-114547
Total AUM
$2.7B
Employees
78
Clients
9,003

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3550 LENOX ROAD NE
SUITE 2550
ATLANTA
GA 30326
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
404-841-2224
Other Offices
14

ReceiptFinancials

Total AUM
$2.7B
Accounts
9,003
Discretionary
$2.7B
Accounts
8,992
Non-Discretionary
$3.5M
Accounts
11

ContactClients

View more in analytics →

Individual Clients
2,692
AUM
$820.7M
HNW Individual Clients
5,877
AUM
$1.7B
Pension/Profit Sharing Plan Clients
72
AUM
$54.7M
Charitable Organization Clients
61
AUM
$27.4M
Corporation or Business Clients
301
AUM
$109.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
ALARCACOCTFLGAIAIDILKYLAMAMDMIMNMOMSNCNENHNJNYOHPARISCTNTXUTVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account