BASON ASSET MANAGEMENT LLC

BASON ASSET MANAGEMENT
LAKEWOOD, Colorado·1 registered advisor·CRD# 165450
SEC# 801-1072972720-446-8555
01

Firm Overview

AUM
$618M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BASON ASSET MANAGEMENT LLC

1 registered advisor
James Daniel Osborne
LAKEWOOD, Colorado
05

Office Locations

LAKEWOOD, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. BASON ASSET MANAGEMENT LLC (CRD# 165450) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.