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| Happy Holidays!! thanks for using AUM13F!! |
| Bass and Bell Inc
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| CRD # | 300557 |
| SEC # | 801-114766 |
| CIK # | |
| AUM | $874.6 M (2025-01-29) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 501-664-4170 |
| Address | 1 Information Way Little Rock, AR 72202 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 64.5 |
| (b) Individuals (high net worth individuals) | 197 | 655.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 34.5 |
| (h) Charitable organizations | 3 | 67.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 53.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,145 | 874.6 |
| By Discretionary | ||
| Discretionary | 1,145 | 874.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,145 | 874.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 874.6 | |
| Total | 1,145 | 874.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Clarus Group Inc
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|
TX | 0.9 |
|
Talon Private Wealth LLC
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|
FL | 0.9 |
|
Charles Pratt & Company LLC
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|
NY | 0.9 |
|
RFG - Bristol Wealth Advisors LLC
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|
MA | 0.9 |
|
Burt Associates Incorporated
✚
|
MD | 0.9 |
|
Promethos Capital LLC
✚
|
MA | 0.9 |
|
Baker Ellis Asset Management LLC
✚
|
WA | 0.9 |
|
Estabrook Capital Management LLC
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|
NY | 0.9 |
|
Hexagon Capital Partners LLC
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|
AR | 0.9 |
|
Andbanc Advisory LLC
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|
FL | 0.9 |