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Building 2LEE DANNER & BASS INC

Map pinNASHVILLE, TN
Phone615-244-7775
NotebookSEC #801-30924
Total AUM
$2B
Employees
11
Clients
1,020

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3100 WEST END AVENUE
SUITE 1250
NASHVILLE
TN 37203
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
615-244-7775

ReceiptFinancials

Total AUM
$2B
Accounts
1,020
Discretionary
$2B
Accounts
1,020
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
959
AUM
$1.7B
Pension/Profit Sharing Plan Clients
3
AUM
$5.5M
Charitable Organization Clients
49
AUM
$201.9M
Corporation or Business Clients
9
AUM
$40.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAILINKYMONCSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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