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Managing Member/cco · Bason Asset Management

James D. Osborne

CRD 4907938 · Named on Form ADV at one SEC-registered adviser

At a glance

Bason Asset Management, an SEC-registered wealth manager based in Lakewood, CO with $849 million in regulatory assets, lists James D. Osborne on its Form ADV as Managing Member/cco, a control person.

Firms and roles

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James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.