Laurie Bassi, financial advisor El Dorado Hills CA
93 score

Laurie Bassi

CRD Number: 4520225
Current Firm: Van Hulzen Asset Management

Laurie Bassi (CRD# 4520225) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 14 years of experience in the finance industry.

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Adams Ashby Financial Advisors
Company Name Location Dates Years
Bassi Investments, Inc. Golden, CO Jul 2001 - Current 15
Mcbassi & Company Golden, CO May 2001 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Laurie J. Bassi
Phone Number: (916) 608-4284
Firm Website:
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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