Lee, Danner & Bass Review

Trust Score 95%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.

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Lee, Danner & Bass, federally registered in 1987, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 6 advisors. Lee, Danner & Bass manages $1.1 billion and provides investment advisory services for 864 clients (1:144 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $800,000
Average Client Balance $1,268,993
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:144
Headquarters Nashville, TN
SEC Filings Forms and Brochures    (CRD # 111002)
State(s) Registered AL, AR, FL, GA, IL, IN, IA, KY, MS, MO, NC, OH, TN, TX

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