LEE DANNER & BASS INC
CRD #111002 SEC #801-30924 NASHVILLE, TN 615-244-7775
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
12
Clients
0
Accounts
1,010
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.8B | $1.8B | $0 | 12 | 35 |
| Mar 2025 | $1.8B | $1.8B | $0 | 12 | 35 |
| Mar 2025 | $1.8B | $1.8B | $0 | 12 | 35 |
| Mar 2024 | $1.5B | $1.5B | $0 | 12 | 37 |
| Mar 2023 | $1.4B | $1.4B | $0 | 12 | 32 |
| Jun 2022 | $1.5B | $1.5B | $0 | 12 | 20 |
| Mar 2022 | $1.5B | $1.5B | $0 | 12 | 20 |
| Mar 2022 | $1.5B | $1.5B | $0 | 12 | 20 |
| Sep 2021 | $1.2B | $1.2B | $0 | 12 | 27 |
| Mar 2021 | $1.2B | $1.2B | $0 | 12 | 27 |
| Jun 2020 | $1.3B | $1.3B | $0 | 12 | 10 |
| Mar 2020 | $1.3B | $1.3B | $0 | 12 | 10 |
| Mar 2019 | $1.1B | $1.1B | $0 | 12 | 15 |
| Mar 2018 | $1.2B | $1.2B | $0 | 12 | 13 |
| Oct 2017 | $1.1B | $1.1B | $0 | 12 | 0 |
| Oct 2017 | $1.1B | $1.1B | $0 | 12 | 0 |
| Apr 2017 | $1.1B | $1.1B | $0 | 12 | 400 |
| Mar 2017 | $1.1B | $1.1B | $0 | 12 | 400 |
| Mar 2016 | $1.1B | $1.1B | $0 | 12 | 300 |
| Mar 2016 | $1.1B | $1.1B | $0 | 12 | 300 |
| Mar 2015 | $1.2B | $1.2B | $0 | 10 | 300 |
| May 2014 | $1.1B | $1.1B | $0 | 10 | 300 |
| Mar 2014 | $1.1B | $1.1B | $0 | 10 | 300 |
| Mar 2013 | $940.9M | $940.9M | $0 | 10 | 300 |
| Nov 2012 | $867.7M | $867.7M | $0 | 10 | 300 |
| Mar 2012 | $867.7M | $867.7M | $0 | 6 | 300 |
| Apr 2011 | $878.9M | $878.9M | $0 | 10 | -- |
| Mar 2011 | $883.7M | $883.7M | $0 | 10 | -- |
| Oct 2010 | $805.4M | $805.4M | $0 | 10 | -- |
| Mar 2010 | $805.4M | $805.4M | $0 | 10 | -- |
| Mar 2009 | $647.9M | $647.9M | $0 | 10 | -- |
| Mar 2008 | $857.7M | $857.7M | $0 | 10 | -- |
| Mar 2007 | $558.5M | $558.5M | $0 | 10 | -- |
| Mar 2006 | $501M | $501M | $0 | 10 | -- |
| May 2005 | $485.8M | $485.8M | $0 | 10 | -- |
| Jul 2004 | $457.6M | $457.6M | $0 | 10 | -- |
| Nov 2003 | $381.7M | $381.7M | $0 | 10 | -- |
| Oct 2003 | $381.7M | $381.7M | $0 | 10 | -- |
| Mar 2002 | $410.5M | $410.5M | $0 | -- | -- |
DateDec 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees12
Clients35
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees12
Clients35
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees12
Clients35
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients37
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients32
DateJun 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients20
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients20
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees12
Clients20
DateSep 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients27
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients27
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients10
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients10
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients15
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients13
DateOct 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateOct 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients400
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients400
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients300
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients300
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients300
DateMay 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients300
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients300
DateMar 2013
Total AUM$940.9M
Discretionary$940.9M
Non-Disc.$0
Employees10
Clients300
DateNov 2012
Total AUM$867.7M
Discretionary$867.7M
Non-Disc.$0
Employees10
Clients300
DateMar 2012
Total AUM$867.7M
Discretionary$867.7M
Non-Disc.$0
Employees6
Clients300
DateApr 2011
Total AUM$878.9M
Discretionary$878.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$883.7M
Discretionary$883.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$805.4M
Discretionary$805.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$805.4M
Discretionary$805.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$647.9M
Discretionary$647.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$857.7M
Discretionary$857.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$558.5M
Discretionary$558.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$501M
Discretionary$501M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$485.8M
Discretionary$485.8M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$457.6M
Discretionary$457.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$410.5M
Discretionary$410.5M
Non-Disc.$0
Employees--
Clients--