Overview
Assets Under Management: $701 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 107
Average Client Assets: $6 million
Frequently Asked Questions
BASON ASSET MANAGEMENT LLC 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 #165450), BASON ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
BASON ASSET MANAGEMENT LLC is headquartered in LAKEWOOD, CO.
BASON ASSET MANAGEMENT LLC serves 107 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, BASON ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BASON ASSET MANAGEMENT LLC manages $701 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, BASON ASSET MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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