463 Pennsfield Place,
Suite 201
Thousand Oaks, California 91360
Tel: 805-277-4738
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 44 | $107,308,835 |
Corporations or other businesses | 11 | $81,809,582 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Thousand Oaks, California