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| Bason Asset Management LLC
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|
|---|---|
| CRD # | 165450 |
| SEC # | 801-107297 |
| CIK # | |
| AUM | $618.2 MM (2024-01-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-446-8555 |
| Address | 355 S Teller St Lakewood, CO 80226 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 18.1 |
| (b) Individuals (high net worth individuals) | 109 | 591.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 8.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 723 | 618.2 |
| By Discretionary | ||
| Discretionary | 687 | 616.3 |
| Non-Discretionary | 36 | 1.8 |
| Total | 723 | 618.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 618.2 | |
| Total | 723 | 618.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Windsor Capital Management LLC
✚
|
AZ | 0.6 |
|
Paratus Financial Inc
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|
TX | 0.6 |
|
Dopkins Wealth Management LLC
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|
NY | 0.6 |
|
Financial Partners Group LLC
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|
TN | 0.6 |
|
Diligent Investors LLC
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CA | 0.6 |
|
Trubee Wealth Advisors Inc
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NY | 0.6 |
|
LSY Inc
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|
CA | 0.6 |
|
Cadent Capital Advisors LLC
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|
OK | 0.6 |
|
Stolper & Company
✚
|
CA | 0.6 |
|
Sentinus LLC
✚
|
IL | 0.6 |