Steve Bass & Associates, Inc.
Steve Bass & Associates, Inc. (CRD# 127676) is a financial advisory firm headquartered in , . They manage $3,253,000 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$216,867
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Steven Bass (CRD# 1832090) is an Investment Advisor Representative working at Steve Bass & Associates, Inc. in Reisterstown, MD and has over 23 years of experience in the finance industry.