Robert
Bass

Bass And Bell, Inc

CRD#1404771
Investment Advisor
in Little Rock, AR

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About this Advisor

Robert Bass is a financial advisor operating in Little Rock, Arkansas with 4 years of industry experience. Bass is on the advisory team at Bass And Bell, Inc. Throughout their career, Bass has worked at Raymond James & Associates, Inc and Bass And Bell, Inc. Bass holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arkansas. Bass And Bell, Inc is an advisory company that has its headquarters in Little Rock, AR. It administers $549 million in assets between its 1,035 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 1,035 accounts, 57% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Bass And Bell, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

1 Information Way Suite 200
Little Rock, AR 72202

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Bass And Bell, Inc Brokerage Details

Total Assets Under Management

$548,617,273

AR Average: $880,205,985
Total Number of Employees

5

AR Average: 42
Total Number of Accounts

1,035

AR Average: 1,714
Average Account Size

$530,065

AR Average: $513,539

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Robert Bass Work History

Robert has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bass And Bell, Inc

2009 - 2019 (10 years)

Raymond James & Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Bass to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bass And Bell, Inc

Christopher Bell
Little Rock, AR
Robert Bass
Little Rock, AR
Diana Gray
Little Rock, AR
Deborah Neumann
Little Rock, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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