BASTION MANAGEMENT II LLC

281 Tresser Blvd
Suite 1505
Stamford, Connecticut 06901
Tel: -10060

About BASTION MANAGEMENT II LLC

BASTION MANAGEMENT II LLC, formally registered with the SEC as BASTION MANAGEMENT II LLC. The firm was established in 04/23/2021. They have over 2 offices throughout the country.

BASTION MANAGEMENT II LLC is a Stamford, Connecticut based Financial Planning firm with nearly $461,985,605 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309685
SEC#	801-120915
Assets Managed by Firm	$461,985,605
No. of Clients	4
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based
Other (MONITORING AND SERVICING FEES FOR LOANS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$461,985,605
Charitable organizations	1	$102,649,979

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