Bason Asset Management
Bason Asset Management (CRD# 165450) is a financial advisory firm headquartered in Lakewood, CO. They manage $618,161,736 in 723 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management618MILLION
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Total Number of Accounts723ACCOUNTS
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Average Account Value$854,995
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, NC, NE, TX, WV
Financial Advisors at Bason Asset Management
1
Mckenzie Ebbesen (CRD# 5482156) is an Investment Advisor Representative working at Bason Asset Management in Lakewood, CO and has over 14 years of experience in the finance industry.
2
James Osborne (CRD# 4907938) is an Investment Advisor Representative working at Bason Asset Management in Lakewood, CO and has over 19 years of experience in the finance industry.
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