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IBN ASSET MANAGEMENT, LLC
463 Pennsfield Place,
Suite 201
Thousand Oaks, California 91360
Tel: 805-277-4738
About IBN ASSET MANAGEMENT, LLC
IBN ASSET MANAGEMENT, LLC, formally registered with the SEC as IBN ASSET MANAGEMENT, LLC. The firm was established in 05/18/2020. They have over 1 offices throughout the country.
IBN ASSET MANAGEMENT, LLC is a Thousand Oaks, California based Financial Planning firm with nearly $107,308,835 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290114 |
| SEC# | 801-118749 |
| Assets Managed by Firm | $107,308,835 |
| No. of Clients | 44 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CONSULTING)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 44 | $107,308,835 |
| Corporations or other businesses | 11 | $81,809,582 |
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