Bison Wealth Management, LLC
Bison Wealth Management, LLC (CRD# 297943) is a financial advisory firm headquartered in , . They manage $16,808,469 in 32 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Bison Wealth Management, LLC
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$525,265
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Bison Wealth Management, LLC
1
Pomeroy Smith Ii (CRD# 1414989) is an Investment Advisor Representative working at Bison Wealth Management, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.
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