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Enjoy Your Life...

RIA-Block

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Our Clients*

323

Families

$712
MILLION

Assets Managed

*Based on Form ADV filed 08/28/2023

Why Use a Registered Investment Advisor? (RIA)

Bass and Bell, Inc. is a Registered Investment Advisor (RIA), registered directly with the Securities and Exchange Commission (SEC).  As an RIA, we have a legal obligation to act as a fiduciary in all aspects of our relationships with clients.  As fiduciaries, we are legally bound to place client interests first.  RIAs are required to maintain a written code of ethics that governs their actions and fully discloses how they are compensated.

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“The maturation of every investor starts with absorbing almost everything and ends with filtering almost everything.”

- Ian Cassel