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| Happy Holidays!! thanks for using AUM13F!! |
| Lee Danner & Bass Inc
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| CRD # | 111002 |
| SEC # | 801-30924 |
| CIK # | 0000939219 |
| AUM | $1.8 B (2025-03-31) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 615-244-7775 |
| Address | 3100 West End Avenue Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| HCA Holdings Inc | 152.1 | ||
| Microsoft Corp | 47.9 | ||
| Apple Inc | 47.7 | ||
| Alphabet Inc | 37.3 | ||
| Amazon Com Inc | 34.5 | ||
| Accenture PLC | 32.8 | ||
| Goldman Sachs Group Inc | 26.2 | ||
| United Rentals Inc /DE | 24.7 | ||
| VISA Inc | 23.0 | ||
| Pinnacle Financial Partners Inc | 21.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 951 | 1,535.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 7.4 |
| (h) Charitable organizations | 51 | 190.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 25.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,010 | 1,759.0 |
| By Discretionary | ||
| Discretionary | 1,010 | 1,759.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,010 | 1,759.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,759.0 | |
| Total | 1,010 | 1,759.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000939219] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jderek Lewis & Associates Inc
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|
CA | 1.8 |
|
Carson Group Investing LLC
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|
NE | 1.8 |
|
Grant TANI Barash & Altman LLC
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|
CA | 1.8 |
|
Mitchell Sinkler & Starr Inc
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|
PA | 1.8 |
|
Segment Wealth Management LLC
✚
|
TX | 1.8 |
|
Mountain Pacific Investment Advisers LLC
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|
ID | 1.7 |
|
Ameraudi Asset Management Inc
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|
NY | 1.7 |
|
Clayton Financial Group LLC
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|
MO | 1.7 |
|
World Investments Inc
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|
NJ | 1.7 |
|
Cherry Creek Family Offices LLC
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|
CO | 1.7 |