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Firm Disclosures

Bison Wealth ↗

Firm Disclosures

Bison Wealth ↗

Firm Disclosures

Bison Wealth ↗

Firm Disclosures

CRS

Client Relationship Summary—a brief summary to help you decide if our firm is right for you.

ADV 2A

Information about our firm.

Steven W. Clark, Investment Advisor Representative

Steve’s Home Office

Bison Wealth, LLC
3355 Lenox Rd NE Suite 1000
Atlanta, GA 30326

Email: sclark@bisonwealth.com
Phone: 678-777-4351

Corporate Office

Bison Wealth, LLC
3350 Lenox Rd. NE Suite 2550
Atlanta, GA 30326

Phone: 404-841-2224
Fax: 404-343-2651

Disclosures

Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed and offer or solicitation of an investment product or service. Not all products and services offered by Bison are suitable for all investors. All investments contain risks to include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal advisor before investing. Additional information about Bison can be found in Firm Disclosures and Privacy Policy