3100 West End Avenue
Suite 1250
Nashville, Tennessee 37203
Tel: 615-244-7775
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.
SEC Current Status | Approved |
Firm CRD# | 111002 |
SEC# | 801-30924 |
Assets Managed by Firm | $1,393,841,062 |
No. of Clients | 965 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 965 | $1,393,841,062 |
High net worth individuals | 907 | $1,141,657,689 |
Pension and profit sharing plans | 4 | $8,335,924 |
Charitable organizations | 45 | $128,596,655 |
Corporations or other businesses | 9 | $115,250,794 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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