Basa Advisors
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Overview
Basa Advisors operates as a financial advisory firm located in Dallas, Texas. The company has $146.4 million in assets under management across two customer accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The firm has a small group, including 9 financial advisors. Basa Advisors is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, options and equities.
Basa Advisors administers all of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without requiring the customer's consent. The investment advisory firm administers an average of $73.2 million in assets for each account. An average advisor at Basa Advisors administers fewer than one client account, placing it among the most personalized firms in the country.
Basa Advisors’s central office is located at 14875 Landmark Boulevard, Dallas, Texas 75254. The firm is registered to serve clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Basa Advisors by the Numbers

$146.4 million

20

2

$73.2 million
Fee Structure
Financial management fees usually are based on the type of services offered. Fees charged by Basa Advisors likely are comprised of some combination of the following fee structures: asset-based or performance-based. Basa Advisors does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 70% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 33% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Basa Advisors provides services to pooled investment vehicles. Out of its two clients, Basa Advisors's biggest client by number of accounts is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Basa Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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