Bason Asset Management

Bason Asset Management (CRD# 165450) is a financial advisory firm headquartered in Lakewood, CO. They manage $618,161,736 in 723 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

355 S. Teller St., Suite 200, Lakewood, CO 80226

https://www.linkedin.com/in/jamesdosborne

By the Numbers

Total Assets Under Management

618

MILLION
Total Number of Accounts

723

ACCOUNTS
Average Account Value

$854,995

Compensation Options

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, CO, NC, NE, TX, WV

Financial Advisors at Bason Asset Management

Showing 1 - 2 of 2 top financial advisors.

Mckenzie L. Ebbesen

CRD#: 5482156

355 S. Teller St., Suite 200, Lakewood, CO 80226

Mckenzie Ebbesen (CRD# 5482156) is an Investment Advisor Representative working at Bason Asset Management in Lakewood, CO and has over 14 years of experience in the finance industry.

James D. Osborne

CRD#: 4907938

355 S. Teller St., Suite 200, Lakewood, CO 80226

James Osborne (CRD# 4907938) is an Investment Advisor Representative working at Bason Asset Management in Lakewood, CO and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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