Bisonwood Financial Management

Bisonwood Financial Management (CRD# 137846) is a financial advisory firm headquartered in Tyler, TX. They manage $66,554,722 in 127 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $524,053
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Bisonwood Financial Management
Showing 1 - 2 of 2 top financial advisors.
1
Jason D. Traff
CRD#: 5645090
6760 Old Jacksonville Hwy, Suite 105, Tyler, TX 75703
96
Wealthminder
score

Jason Traff (CRD# 5645090) is an Investment Advisor Representative working at Bisonwood Financial Management in Tyler, TX and has over 7 years of experience in the finance industry.

2
David L. Traff
CRD#: 1131878
6760 Old Jacksonville Hwy, Suite 105, Tyler, TX 75703
93
Wealthminder
score

David Traff (CRD# 1131878) is an Investment Advisor Representative working at Bisonwood Financial Management in Tyler, TX and has over 33 years of experience in the finance industry.

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