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LEE DANNER & BASS INC

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

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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 $1,393,841,062 assets under management, offering retirement planning & investment advisory services to 965 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111002
SEC# 801-30924
Assets Managed by Firm $1,393,841,062
No. of Clients 965
No. of Advisors 12

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total965$1,393,841,062
High net worth individuals907$1,141,657,689
Pension and profit sharing plans4$8,335,924
Charitable organizations45$128,596,655
Corporations or other businesses9$115,250,794
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