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BASSETT FINANCIAL ADVISORS
BASSETT AND ASSOCIATES RETIREMENT PLANNING SERVICES, INC.
CRD 170825
5732 COVENTRY LANE, FORT WAYNE, IN, 46804, United States
Phone
260-432-6555
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.6M
Discretionary AUM
$51.6M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $42.7M |
| High net worth individuals | 6 | $8.9M |
All web addresses on file
Official SEC filing: View on IAPD