Bison Creek Wealth Management LLC

Bison Creek Wealth Management LLC (CRD# 314991) is a financial advisory firm headquartered in , . They manage $257,032,888 in 163 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://bisoncreekwealth.com
By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $1,576,889
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX, VA

Financial Advisors at Bison Creek Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffery Bruce, financial advisor Forest VA
Jeffery W. Bruce
CRD#: 5688862
Forest, VA

Jeffery Bruce (CRD# 5688862) is an Investment Advisor Representative working at Bison Creek Wealth Management LLC in Forest, VA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals