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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