Overview
Assets Under Management: $875 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 197
Average Client Assets: $3 million
Frequently Asked Questions
BASS AND BELL, INC. 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 #300557), BASS AND BELL, INC. is subject to fiduciary duty under federal law.
BASS AND BELL, INC. is headquartered in LITTLE ROCK, AR.
BASS AND BELL, INC. serves 197 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, BASS AND BELL, INC. offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BASS AND BELL, INC. manages $875 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, BASS AND BELL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 197
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,145
Discretionary Accounts: 1,145
Regulatory Filings
CRD Number: 300557
Last Filing Date: 2025-01-29 00:00:00
Website: https://bassandbell.com