Overview
Assets Under Management: $701 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 107
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.84
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 780
Discretionary Accounts: 746
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 165450
Last Filing Date: 2025-02-19 00:00:00
Website: https://basonasset.com