Bisonwood Financial Management

Bisonwood Financial Management (CRD# 137846) is a financial advisory firm headquartered in Tyler, TX. They manage $51,250,363 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6760 Old Jacksonville Hwy, Suite 105, Tyler, TX 75703
http://www.traffasset.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $617,474
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
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
David Traff, financial advisor Tyler TX
David L. Traff
CRD#: 1131878
6760 Old Jacksonville Hwy, Suite 105, Tyler, TX 75703

David Traff (CRD# 1131878) is an Investment Advisor Representative working at Bisonwood Financial Management in Tyler, TX and has over 40 years of experience in the finance industry.

2
Jason Traff, financial advisor Tyler TX
Jason D. Traff
CRD#: 5645090
6760 Old Jacksonville Hwy, Suite 105, Tyler, TX 75703

Jason Traff (CRD# 5645090) is an Investment Advisor Representative working at Bisonwood Financial Management in Tyler, TX and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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