White Bison

White Bison (CRD# 165256) is a financial advisory firm headquartered in Boulder, CO. They manage $99,839,393 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $49,919,697
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at White Bison
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin D. Bortner
CRD#: 5735580
1711 Pearl St., Suite 202, Boulder, CO 80302
96
Wealthminder
score

Benjamin Bortner (CRD# 5735580) is an Investment Advisor Representative working at White Bison in Boulder, CO and has over 6 years of experience in the finance industry.

2
Jason E. Dunn
CRD#: 6114134
1711 Pearl St., Suite 202, Boulder, CO 80302
90
Wealthminder
score

Jason Dunn (CRD# 6114134) is an Investment Advisor Representative working at White Bison in Boulder, CO and has 1 year of experience in the finance industry.

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