|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bason Asset Management LLC
✚
|
|
|---|---|
| CRD # | 165450 |
| SEC # | 801-107297 |
| CIK # | |
| AUM | $700.6 M (2025-02-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-446-8555 |
| Address | 355 S Teller St Lakewood, CO 80226 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 33.7 |
| (b) Individuals (high net worth individuals) | 107 | 657.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 780 | 700.6 |
| By Discretionary | ||
| Discretionary | 746 | 698.0 |
| Non-Discretionary | 34 | 2.6 |
| Total | 780 | 700.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 700.6 | |
| Total | 780 | 700.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Matauro LLC
✚
|
NY | 0.7 |
|
Henrickson Nauta Wealth Advisors Inc
✚
|
MI | 0.7 |
|
Disciplined Investors LLC
✚
|
TX | 0.7 |
|
The Wealth Collaborative Inc
✚
|
CA | 0.7 |
|
Paratus Financial Inc
✚
|
TX | 0.7 |
|
Rempart Asset Management Inc
✚
|
0.7 | |
|
Warburton Capital Management LLC
✚
|
OK | 0.7 |
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.7 |
|
Sunburst Financial Group LLC
✚
|
AL | 0.7 |
|
Astoria Portfolio Advisors LLC
✚
|
NY | 0.7 |