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BASS AND BELL, INC.
1 Information Way
Suite 200
Little Rock, Arkansas 72202
Tel: 501-664-4170
About BASS AND BELL, INC.
BASS AND BELL, INC, formally registered with the SEC as BASS AND BELL, INC. The firm was established in 02/11/2019. They have over 1 offices throughout the country.
BASS AND BELL, INC. is a Little Rock, Arkansas based Financial Planning firm with nearly $874,625,136 assets under management, offering retirement planning & investment advisory services to 1145 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300557 |
| SEC# | 801-114766 |
| Assets Managed by Firm | $874,625,136 |
| No. of Clients | 1145 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1145 | $874,625,136 |
| Individuals (other than high net worth individuals) | 98 | $64,539,357 |
| High net worth individuals | 197 | $655,063,963 |
| Pension and profit sharing plans | 15 | $34,523,883 |
| Charitable organizations | 3 | $67,026,017 |
| Corporations or other businesses | 12 | $53,471,916 |
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|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
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