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Kurtis James Pilecki

BISON CAPITAL ASSET MANAGEMENT, LLC·SANTA MONICA, California
Unclaimed Profile
233 WILSHIRE BLVD., SANTA MONICA, CA 90401-1250CRD# 5007525Firm CRD# 160562
01

About

Kurtis James Pilecki is a registered financial advisor based in SANTA MONICA, California, affiliated with BISON CAPITAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BISON CAPITAL ASSET MANAGEMENT, LLC
BISON CAPITAL ASSET MANAGEMENT, LLC
AUM
$888M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BISON CAPITAL ASSET MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5007525
Firm CRD# 160562
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kurtis James Pilecki offer?
Kurtis James Pilecki specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Kurtis James Pilecki's credentials?
Kurtis James Pilecki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurtis James Pilecki located?
Kurtis James Pilecki is based in SANTA MONICA, California, working with BISON CAPITAL ASSET MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Kurtis James Pilecki charge for services?
Kurtis James Pilecki's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BISON CAPITAL ASSET MANAGEMENT, LLC?
BISON CAPITAL ASSET MANAGEMENT, LLC has approximately 12 employees and manages $888M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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