Bisonwood Financial Management
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 137846
- Website
- www.bisonwood.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.15%
- Individuals3.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bisonwood Financial Management is an independent, privately owned registered investment adviser that serves individual and family clients. The firm operates on a percentage-of-assets fee model and focuses on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The adviser does not present itself as a capital allocator, is not an active ESG investor, and appears to operate under a single-state registration footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds8%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
2 of 2
Jason Traff
Managing PartnerCRD 5645090
David Traff
MemberCRD 1131878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 4110 Bunny Run
- Time zone
- CT (UTC-6)
- Office locations
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