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LEE DANNER & BASS INC
CRD 111002 · SEC 801-30924
3100 WEST END AVENUE, SUITE 1250, NASHVILLE, TN, 37203, United States
Phone
615-244-7775
Fax
615-244-5778
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.98B
Discretionary AUM
$1.98B
Team
11 total employees; 6 advisory reps; 40 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 959 | $1.73B |
| Pension/profit sharing plans | 3 | $5.5M |
| Charitable organizations | 49 | $201.9M |
| Corporations/business entities | 9 | $40.4M |
States served
AL, CA, CO, GA, IL, IN, KY, MS, NY, NC, PA, SC, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD