LEE DANNER & BASS INC

3100 West End Avenue
Suite 1250
Nashville, Tennessee 37203
Tel: 615-244-7775

About LEE DANNER & BASS INC

LEE DANNER & BASS INC, formally registered with the SEC as LEE DANNER & BASS INC. The firm was established in 11/27/1987. They have over 1 offices throughout the country.

LEE DANNER & BASS INC is a Nashville, Tennessee based Financial Planning firm with nearly $1,539,122,999 assets under management, offering retirement planning & investment advisory services to 973 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111002
SEC#	801-30924
Assets Managed by Firm	$1,539,122,999
No. of Clients	973
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	973	$1,539,122,999
High net worth individuals	912	$1,332,653,690
Pension and profit sharing plans	3	$6,597,880
Charitable organizations	52	$168,158,572
Corporations or other businesses	6	$31,712,857

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