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IBN ASSET MANAGEMENT, LLC

463 Pennsfield Place,
Suite 201
Thousand Oaks, California 91360
Tel: 805-277-4738

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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 StatusApproved
Firm CRD#290114
SEC#801-118749
Assets Managed by Firm$107,308,835
No. of Clients44
No. of Advisors6

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 ClientsAUM
Firm Total44$107,308,835
Corporations or other businesses11$81,809,582

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