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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Pioneer beacon
- Established Date
- 02-23-2006
- Office Locations
- 1
Office Locations
About Bisonwood Financial Management
Bisonwood Financial Management is a fee-only, independent RIA providing investment management and wealth advisory for entrepreneurs, small-business owners, and families. The team builds diversified, risk-aware portfolios and handles ongoing day-to-day management alongside longer-term planning. Clients use an online portal to view banking and investment relationships in one place, track goals, and store documents; custody includes Fidelity/NFS.
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Owner & Executives
JASON DAVID TRAFF
Chief Compliance Officer, Managing Partner, President
- CRD
- #5645090
- Ownership
- 75% or more
DAVID LEE TRAFF
--
- CRD
- #1131878
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,556,724 | $690,701 |
| Non-Discretionary | $0 | $528,000 |
| Total | $61,556,724 | $689,041 |
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Separately Managed Accounts
Total SMA Asset: $61,556,724
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $239,166,218 | 12.8% |
| Cash | $455,910,604 | 24.4% |
| Corporate - Investment Grade | $99,029,762 | 5.3% |
| U.S. Government/Agency | $235,429,246 | 12.6% |
| Municipal Bonds | $429,751,799 | 23.0% |
| Sovereign Bonds | $409,198,452 | 21.9% |
| Total | $1,868,486,081 | 100.0% |