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).
Total Assets Under Management100MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$49,919,697
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Benjamin Bortner (CRD# 5735580) is an Investment Advisor Representative working at White Bison in Boulder, CO and has over 7 years of experience in the finance industry.
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.