BISON WEALTH, LLC

3550 Lenox Road Ne
Suite 2550
Atlanta, Georgia 30326
Tel: 404-841-2224

About BISON WEALTH, LLC

BISON WEALTH, LLC, formally registered with the SEC as BISON WEALTH, LLC. The firm was established in 07/05/2013. They have over 24 offices throughout the country.

BISON WEALTH, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,605,442,799 assets under management, offering retirement planning & investment advisory services to 4347 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165931
SEC#	801-78287
Assets Managed by Firm	$1,605,442,799
No. of Clients	4347
No. of Advisors	47

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4347	$1,605,442,799
Individuals (other than high net worth individuals)	1640	$420,895,618
High net worth individuals	317	$860,268,020
Pension and profit sharing plans	124	$199,453,065
Charitable organizations	5	$9,468,013
Corporations or other businesses	28	$108,395,363

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