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BISON WEALTH, LLC
BISON WEALTH, LLC
ATLANTA, Georgia
·
9 registered advisors
·
CRD# 165931
SEC# 801-78287
23
404-841-2224
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
47
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BISON WEALTH, LLC
9 registered advisors
Charles Edward Rice
ATLANTA, Georgia
CRD# 1530828
Christopher Paine Spires
ATLANTA, Georgia
CRD# 3135732
Craig Francis Hemenway
ATLANTA, Georgia
CRD# 2518338
John Thomas Williams
ATLANTA, Georgia
CFP
CRD# 4225657
Kyle William Crawford
ATLANTA, Georgia
CFP
CRD# 4565459
Lester M Brackley
ATLANTA, Georgia
CRD# 3072884
Lisa L Smith
ATLANTA, Georgia
CRD# 2691076
Robert Scott Wilder
ATLANTA, Georgia
CRD# 2559813
William Townson Grasty
ATLANTA, Georgia
CRD# 3090316
05
Office Locations
ATLANTA, Georgia
9 advisors
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Data sourced from SEC Form ADV filings. BISON WEALTH, LLC (CRD# 165931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.