BASS AND BELL, INC.
Firm details
- Headquarters
- LITTLE ROCK, Arkansas
- CRD number
- 300557
- Registered since
- February 11, 2019
- Website
- www.bassandbell.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.03%
- Charitable Organizations8.15%
- Individuals7.66%
- Pension & Profit Sharing Plans3.38%
- Corporations / Businesses1.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Bass And Bell, Inc. is a corporation registered with the SEC in 2019 that advises both individuals/families and institutional clients. Ownership is held by an individual. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals/small businesses and for businesses or institutions, along with pension consulting services. Bass And Bell is not positioned as a capital allocator, does not describe itself as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities27%
- State & Local Bonds10%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds7%
Contacts
3 of 6CHRISTOPHER BELL
OwnerCRD 5242595
Victoria Page
PartnerCRD 7128700
ROBERT BASS
OwnerCRD 1404771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LITTLE ROCK, AR
PULASKI
Location
LITTLE ROCK, AR
Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- PULASKI
- Address
- 1 Information Way
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
LATHROP INVESTMENT MANAGEMENT COMPANY
RIALITTLE ROCK, AR
THE ARKANSAS FINANCIAL GROUP, INC.
RIALITTLE ROCK, AR
FOUNDATION RESOURCE MANAGEMENT, INC.
RIALITTLE ROCK, AR
TMB CAPITAL PARTNERS, LLC
RIALITTLE ROCK, AR
MERIDIAN INVESTMENT ADVISORS
RIALITTLE ROCK, AR
BY CRYPTO MANAGEMENT, LLC
RIALITTLE ROCK, AR