Bisonwood Investments, Inc. is an adviser based in Tyler. It manages $67.53 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Louisiana and Texas.
Bisonwood Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bisonwood Investments, Inc. is $67.53 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Bisonwood Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bisonwood Investments, Inc. performs its advisory services is located at Plaza Tower 110 N. College, Tyler, TX 75702, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 903-593-2396 or by fax 903-593-7509. The normal business hours are 8:30 a.m. - 3:00 p.m. on Monday - Friday.