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BASON ASSET MANAGEMENT
BASON ASSET MANAGEMENT LLC
CRD 165450 · SEC 801-107297
355 S. TELLER ST., SUITE 200, LAKEWOOD, CO, 80226, United States
Phone
720-446-8555
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$848.8M
Discretionary AUM
$845.9M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $9.5M |
| High net worth individuals | 120 | $830.0M |
| Pension/profit sharing plans | 4 | $9.3M |
States served
CA, CO, NE, NC, WV, MO, TX
All web addresses on file
Official SEC filing: View on IAPD