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
David Pagano (CRD# 7100010) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.
Charles Rice (CRD# 1530828) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 32 years of experience in the finance industry.
Richard Sampley (CRD# 409802) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 43 years of experience in the finance industry.
Ronald Savarese (CRD# 1136277) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 40 years of experience in the finance industry.
Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at Bison Wealth, LLC in Brevard, NC and has over 27 years of experience in the finance industry.
Joe Tracy (CRD# 2302139) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.
Mary Tupper (CRD# 3239774) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.
John Williams (CRD# 4225657) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
Michelle Beall (CRD# 7682212) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Victor Giustina (CRD# 1969074) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.