Overview
Assets Under Management: $875 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 197
Average Client Assets: $3 million
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