$5.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-19-2003
- Office Locations
- 1
Office Locations
9040 Town Center Parkway Lakewood Ranch FL
About Steve Bass & Associates, Inc.
Steve Bass & Associates (Nob Hill Investment Research) is a boutique RIA providing client-focused money management and portfolio construction for a limited number of private clients. Licensed in Maryland and Florida, the firm builds portfolios using vehicles such as ETFs and mutual funds and typically custodies through Charles Schwab.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$415.8K AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
STEVEN HOWARD BASS
President
- CRD
- #1832090
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,405,518 | -- |
| Total | $5,405,518 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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