Войти в систему Зарегистрироваться бесплатно

Bisonwood Investments, Inc. (Tyler)


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.

Bisonwood Investments: assets under management

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 firm manages $67 million in discretionary accounts and $528 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $690.7 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $528 thousand.

Fees & Commissions

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.

Based in Tyler

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.


Registered investment advisers similar to Bisonwood Investments, Inc.