Bason Asset Management
Bason Asset Management (CRD# 165450) is a financial advisory firm headquartered in Lakewood, CO. They manage $207,937,000 in 420 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management208MILLION
Total Number of Accounts420ACCOUNTS
Average Account Value$495,088
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, LA, NC, TX
James Osborne (CRD# 4907938) is an Investment Advisor Representative working at Bason Asset Management in Lakewood, CO and has over 13 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.