1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BASON ASSET MANAGEMENT

Map pinLAKEWOOD, CO
Phone720-446-8555
NotebookSEC #801-107297
Total AUM
$848.8M
Employees
2
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
355 S. TELLER ST.
SUITE 200
LAKEWOOD
CO 80226
United States
Operating Hours
8-4
Monday - Friday
Phone
720-446-8555
Other Offices
2

ReceiptFinancials

Total AUM
$848.8M
Accounts
840
Discretionary
$845.9M
Accounts
806
Non-Discretionary
$2.9M
Accounts
34

ContactClients

View more in analytics →

Individual Clients
15
AUM
$9.5M
HNW Individual Clients
120
AUM
$830M
Pension/Profit Sharing Plan Clients
4
AUM
$9.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMONCNETXWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account