Bison Wealth, LLC
Bison Wealth, LLC (CRD# 165931) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,218,215,159 in 3,402 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management1,218MILLION
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Total Number of Accounts3,402ACCOUNTS
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Average Account Value$358,088
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, CT, FL, GA, IA, IL, LA, MA, MD, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
James Ahern (CRD# 6822256) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.
Amos Beason (CRD# 1108655) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.
Elio Chiarelli (CRD# 5824081) is an Investment Advisor Representative working at Bison Wealth, LLC in Gainesville, FL and has over 12 years of experience in the finance industry.
Kyle Crawford (CRD# 4565459) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.
Rebecca Creavin (CRD# 3076244) is an Investment Advisor Representative working at Bison Wealth, LLC in Sea Cliff, NY and has over 25 years of experience in the finance industry.
James Funk (CRD# 4140260) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
William Grasty (CRD# 3090316) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.
Raymond Hansen (CRD# 4810621) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.
Michelle Mangum (CRD# 1586526) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 36 years of experience in the finance industry.
Eliot Marr (CRD# 5463664) is an Investment Advisor Representative working at Bison Wealth, LLC in Tampa, FL and has over 15 years of experience in the finance industry.