Bason Asset Management

Bason Asset Management (CRD# 165450) is a financial advisory firm headquartered in Lakewood, CO. They manage $108,048,000 in 260 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $415,569
Compensation Options
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Bason Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
James D. Osborne
CRD#: 4907938
225 Union Blvd, Suite 150, Lakewood, CO 80228
96
Wealthminder
score

James Osborne (CRD# 4907938) is an Investment Advisor Representative working at Bason Asset Management in Lakewood, CO and has over 11 years of experience in the finance industry. James Osborne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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