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BASON ASSET MANAGEMENT
355 S. Teller St.
Suite 200
Lakewood, Colorado 80226
Tel: 720-446-8555
About BASON ASSET MANAGEMENT
BASON ASSET MANAGEMENT, formally registered with the SEC as BASON ASSET MANAGEMENT. The firm was established in 02/12/2016. They have over 3 offices throughout the country.
BASON ASSET MANAGEMENT is a Lakewood, Colorado based Financial Planning firm with nearly $700,595,332 assets under management, offering retirement planning & investment advisory services to 780 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165450 |
| SEC# | 801-107297 |
| Assets Managed by Firm | $700,595,332 |
| No. of Clients | 780 |
| No. of Advisors | 2 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 780 | $700,595,332 |
| Individuals (other than high net worth individuals) | 42 | $33,737,955 |
| High net worth individuals | 107 | $657,427,557 |
| Pension and profit sharing plans | 4 | $9,429,820 |
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