Unclaimed Profile

Kurtis James Pilecki

BISON CAPITAL ASSET MANAGEMENT, LLC·SANTA MONICA, California

Clean recordBISON CAPITAL ASSET MANAGEMENT, LLC

233 WILSHIRE BLVD., SANTA MONICA, CA 90401-1250CRD# 5007525Firm CRD# 160562

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurtis James Pilecki · SANTA MONICA, CA

Registration

CRD #5007525 · BISON CAPITAL ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BISON CAPITAL ASSET MANAGEMENT, LLC

AUM

$888M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BISON CAPITAL ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5007525

Firm CRD# 160562

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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