BASON ASSET MANAGEMENT

RIASEC RegisteredEst. 2016

Total AUM

$849M

Discretionary

$846M

100% of AUM

Avg account

$1M

Accounts

840

Employees

2

Advisory reps

2

Firm details

Headquarters: LAKEWOOD, Colorado
CRD number: 165450
Registered since: February 12, 2016
Website: basonasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Fixed Fees
Client types: HNWI97.79%
Individuals1.12%
Pension & Profit Sharing Plans1.09%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Bason Asset Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm is individually owned and serves both individual and family clients as well as institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. The advisor charges fixed fees and is not described as a capital allocator or an active ESG investor in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds84%
Exchange Traded Equities11%
Non-Exchange Traded Equities1%
US Government Bonds1%
Investment Grade Corp Bonds1%

Contacts

2 of 2

JAMES OSBORNE
PresidentCRD 4907938
MCKENZIE EBBESEN
IARCRD 5482156

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

LAKEWOOD, CO

JEFFERSON

Location

LAKEWOOD, CO

Headquartered in LAKEWOOD, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area: Denver-Aurora, CO
Region: West
County: JEFFERSON
Address: 355 S Teller St
Time zone: MT (UTC-7)
Office locations

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