Bison Financial Group, LLC
Firm details
- Headquarters
- Creve Coeur, Missouri
- CRD number
- 325190
- Website
- bisonfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.95%
- HNWI43.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bison Financial Group, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and also operates as an insurance broker, which appears to influence its product mix. Its pricing is based on a percentage of assets under management. Bison identifies as a single-state adviser, is owned by an individual, is not positioned as a capital allocator to third‑party managers, and does not report active ESG investing activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Creve Coeur, MO
Saint Louis
Location
Creve Coeur, MO
Headquartered in Creve Coeur, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 12645 Olive Blvd
- Time zone
- CT (UTC-6)
- Office locations
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