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BASA ADVISORS
14875 Landmark Boulevard
Suite 400
Dallas, Texas 75254
Tel: 214-559-4200
About BASA ADVISORS
BASA ADVISORS, formally registered with the SEC as BASA ADVISORS. The firm was established in 07/13/2018. They have over 1 offices throughout the country.
BASA ADVISORS is a Dallas, Texas based Financial Planning firm with nearly $107,134,151 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290034 |
| SEC# | 801-113534 |
| Assets Managed by Firm | $107,134,151 |
| No. of Clients | 2 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $107,134,151 |
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