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⚲
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| Lee Danner & Bass Inc
✚
| |
|---|---|
| CRD # | 111002 |
| SEC # | 801-30924 |
| CIK # | 0000939219 |
| AUM | $1.5 BB (2024-03-27) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 615-244-7775 |
| Address | 3100 West End Avenue Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| HCA | 51,952.1 | 0.1 | |
| FRFHF | 0.1 | ||
| AAPL | 2,382,844.0 | 0.1 | |
| MSFT | 1,918,222.4 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| ACN | 179,517.0 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| URI | 17,758.9 | 0.0 | |
| FDX | 62,226.1 | 0.0 | |
| JNJ | 465,600.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 912 | 1,332.7 |
| (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 | 3 | 6.6 |
| (h) Charitable organizations | 52 | 168.2 |
| (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 | 6 | 31.7 |
| (n) Other | 0 | 0.0 |
| Total | 973 | 1,539.1 |
| By Discretionary | ||
| Discretionary | 973 | 1,539.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 973 | 1,539.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,539.1 | |
| Total | 973 | 1,539.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000939219] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Diversified LLC
✚
|
DE | 1.6 |
|
Diversified Enterprises LLC
✚
|
DE | 1.6 |
|
JAG Capital Management LLC
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|
MO | 1.6 |
|
Jackson Thornton Asset Management LLC
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|
AL | 1.5 |
|
Austin Asset Management Co
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|
TX | 1.5 |
|
Heronbridge Investment Management LLP
✚
|
1.5 | |
|
XP Advisory US Inc
✚
|
FL | 1.5 |
|
Ausdal Financial Partners Inc
✚
|
IA | 1.5 |
|
The Harbor Group Inc
✚
|
NH | 1.5 |
|
Patriot Investment Management Group Inc
✚
|
TN | 1.5 |