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BISON WEALTH, LLC
ATLANTA, GA
404-841-2224
SEC #801-78287Total AUM
$1.6B
Employees
47Clients
2,115Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3550 LENOX ROAD NE
SUITE 2550
ATLANTA
GA 30326
United States
SUITE 2550
ATLANTA
GA 30326
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
404-841-2224
Other Offices
23
Financials
Total AUM
$1.6B
Accounts
4,347Discretionary
$1.6B
Accounts
4,345Non-Discretionary
$46K
Accounts
2
Clients
Individual Clients
1,640AUM
$420.9M
HNW Individual Clients
317AUM
$860.3M
Pension/Profit Sharing Plan Clients
124AUM
$199.5M
Charitable Organization Clients
5AUM
$9.5M
Insurance Company Clients
1AUM
$7M
Corporation or Business Clients
28AUM
$108.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALCACOCTFLGAIAILLAMAMDMOMSNCNENHNJNYOHPASCTNTXVAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.