Overview
Assets Under Management: $80 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 25
Average Client Assets: $2.6 million
Frequently Asked Questions
BASE MANAGEMENT CO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104600), BASE MANAGEMENT CO is subject to fiduciary duty under federal law.
BASE MANAGEMENT CO is headquartered in TOWSON, MD.
BASE MANAGEMENT CO serves 25 high-net-worth clients according to their SEC filing dated April 19, 2024. View client details ↓
According to their SEC Form ADV, BASE MANAGEMENT CO offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BASE MANAGEMENT CO manages $80 million in client assets according to their SEC filing dated April 19, 2024.
According to their SEC Form ADV, BASE MANAGEMENT CO serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.58%
Average Client Assets: $2.6 million
Total Client Accounts: 40
Discretionary Accounts: 27
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 104600
Filing ID: 1868016
Last Filing Date: 2024-04-19 14:05:00