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Building 2BISON INVESTMENT ADVISORS, LLC

Map pinTHE WOODLANDS, TX
Phone281-665-3616
NotebookSEC #801-133931
Total AUM
$157.5M
Employees
4
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10055 GROGANS MILL
SUITE 120
THE WOODLANDS
TX 77380
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
281-665-3616
Other Offices
1

ReceiptFinancials

Total AUM
$157.5M
Accounts
304
Discretionary
$157.5M
Accounts
304
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
99
AUM
$67M
HNW Individual Clients
59
AUM
$78.4M
Pooled Vehicle Clients
1
AUM
$7.8M
Corporation or Business Clients
6
AUM
$4.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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