LEE DANNER & BASS INC

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Tennessee, United States

Employees

Total Number of Employees	12
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	973	$1.5B
Non-Discretionary	0	$0
Total	973	$1.5B

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	912	$1.3B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	3	$6.6M
Charitable organizations	52	$168.2M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	6	$31.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	37
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	5.7M
Both for Same	0

Portfolio Manager to Program	Sponsor
OUTSIDE MANAGER ADVISORY CLIENT AGREEMENT- RJFS	RAYMOND JAMES FINANCIAL SERVICES, INC.

Identifiers

SEC RIA File Number	801-30924
SEC ERA File Number	801-30924
SEC CIK Numbers	939219
SEC CRD Numbers	111002
Legal Entity Identifier	None

Principal Office

3100 WEST END AVENUE
SUITE 1250
NASHVILLE
TN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic