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BISONWOOD FINANCIAL MANAGEMENT
BISONWOOD INVESTMENTS, INC.
CRD 137846 · SEC 801-65150
6760 OLD JACKSONVILLE HWY, SUITE 105, TYLER, TX, 75703, United States
Phone
903-593-2396
Fax
903-496-0378
Registration
— (—)
Source
State registered
Total AUM
$61.6M
Discretionary AUM
$61.6M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.4M |
| High net worth individuals | 19 | $59.2M |
All web addresses on file
Official SEC filing: View on IAPD