Bison Investment Advisors, LLC

Bison Investment Advisors, LLC (CRD# 149775) is a financial advisory firm headquartered in The Woodlands, TX. They manage $68,970,444 in 306 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9595 Six Pines Dr., Suite 8210, The Woodlands, TX 77380
https://www.bisoninvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $225,394
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Bison Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Tara Roman, financial advisor The Woodlands TX
Tara A. Roman
CRD#: 4323375
9595 Six Pines Dr., Suite 8210, The Woodlands, TX 77380

Tara Roman (CRD# 4323375) is an Investment Advisor Representative working at Bison Investment Advisors, LLC in The Woodlands, TX and has over 8 years of experience in the finance industry.

2
Dwayne Tidwell, financial advisor The Woodlands TX
Dwayne M. Tidwell
CRD#: 2612587
9595 Six Pines Dr., Suite 8210, The Woodlands, TX 77380

Dwayne Tidwell (CRD# 2612587) is an Investment Advisor Representative working at Bison Investment Advisors, LLC in The Woodlands, TX and has over 28 years of experience in the finance industry.

3
David Turner, financial advisor The Woodlands TX
David A. Turner
CRD#: 4579017
9595 Six Pines Dr., Suite 8210, The Woodlands, TX 77380

David Turner (CRD# 4579017) is an Investment Advisor Representative working at Bison Investment Advisors, LLC in The Woodlands, TX and has over 21 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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