Steve Bass & Associates, Inc.
Steve Bass & Associates, Inc. (CRD# 127676) is a financial advisory firm headquartered in Reisterstown, MD. They manage $4,797,270 in 55 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Steve Bass & Associates, Inc.
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$87,223
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD
Financial Advisors at Steve Bass & Associates, Inc.
1
Steven Bass (CRD# 1832090) is an Investment Advisor Representative working at Steve Bass & Associates, Inc. in Reisterstown, MD and has over 30 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.