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| Bison Creek Wealth Management LLC
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|
|---|---|
| CRD # | 314991 |
| SEC # | 801-121632 |
| CIK # | |
| AUM | $242.9 MM (2023-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 720-641-5470 |
| Address | 1136 Ashburn Drive Forest, VA 24551 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 10.9 |
| (b) Individuals (high net worth individuals) | 5 | 11.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 221.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 124 | 242.9 |
| By Discretionary | ||
| Discretionary | 122 | 21.9 |
| Non-Discretionary | 2 | 221.0 |
| Total | 124 | 242.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.9 | |
| Total | 124 | 242.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |
|
Alveo Wealth Management LLC
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|
FL | 0.2 |
|
Perritt Capital Management Inc
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IL | 0.2 |
|
Planning Strategies Inc
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|
PA | 0.2 |
|
Abbot Financial Management Inc
✚
|
MA | 0.2 |
|
Bridgewater Asset Management LLC
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|
MO | 0.2 |
|
Tallwoods Partners LLC
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|
IL | 0.2 |
|
Tradewinds LLC
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|
NC | 0.2 |
|
Plan Group Financial Inc
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|
OK | 0.2 |
|
Salzinger Sheaff Brock LLC
✚
|
IN | 0.2 |