Steve Bass & Associates, Inc.
RIASEC Registered
Total AUM
$5.4M
Discretionary
$0
0% of AUM
Avg account
$416K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 127676
- Website
- nobhillresearch.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Steve Bass & Associates, Inc. is a small, privately owned corporate advisory firm that serves individual and family clients. The firm charges either a percentage of assets under management or fixed fees and offers portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and publishes periodicals or newsletters. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
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
- Other100%
Contacts
1 of 1
Steven Bass
PresidentCRD 1832090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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