BISON WEALTH MANAGEMENT, LLC
Company Profile
| AUM* | 140,726,864 -5% |
| of that, discretionary | 140,726,864 737% |
| Number of Employees | 5 400% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 284,297 -46% |
| High Net Worth | 30.54% -31% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Recent News
Reported AUM
1
1
1
1
Private Funds
No private funds