Bison Wealth Management, LLC

Overview

Bison Wealth Management, LLC is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis and for some services hourly. FINTRX flags the firm as not positioning itself as a capital allocator, not identifying as an active ESG investor, and not operating as a pension consultant or related adviser. The SEC registration year is not listed in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices