Bison Wealth Management, LLC

Bison Wealth Management, LLC (CRD# 297943) is a financial advisory firm headquartered in Raleigh, NC. They manage $16,808,469 in 32 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4509 Creedmoor Rd, Suite 201, Raleigh, NC 27612
https://www.facebook.com/bison-wealth-management-llc-2194383483932044
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $525,265
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Bison Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Pomeroy Smith Ii, financial advisor Raleigh NC
Pomeroy Smith Ii
CRD#: 1414989
4509 Creedmoor Rd, Suite 201, Raleigh, NC 27612

Pomeroy Smith Ii (CRD# 1414989) is an Investment Advisor Representative working at Bison Wealth Management, LLC in Raleigh, NC and has over 7 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.

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