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 01/30/2019. They have over 17 offices throughout the country.

BISON WEALTH, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $2,753,091,446 assets under management, offering retirement planning & investment advisory services to 9112 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299805
SEC#	801-114547
Assets Managed by Firm	$2,753,091,446
No. of Clients	9112
No. of Advisors	78

Fee Structure

A percentage of AUM
Hourly charges
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	9112	$2,753,091,446
Individuals (other than high net worth individuals)	1071	$234,712,544
High net worth individuals	849	$1,496,441,237
Pension and profit sharing plans	124	$184,545,650
Charitable organizations	4	$12,001,119
Other investment advisers	1060	$674,116,930
Corporations or other businesses	43	$137,343,029

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