BASSETT FINANCIAL ADVISORS

BASSETT FINANCIAL ADVISORS of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 170825). Regulatory assets under management: $51.6M.

Registration

• CRD: 170825
• Type: Registered investment adviser
• Location: 5732 COVENTRY LANE, FORT WAYNE, IN, 46804
• Phone: 260-432-6555
• Latest filing: 2026-02-12
• Regulatory AUM: $51.6M
• Discretionary AUM: $51.6M
• Clients: 1
• Accounts: 487

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search