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IBN ASSET MANAGEMENT, LLC
CRD 290114 · SEC 801-118749
463 PENNSFIELD PLACE, SUITE 201, THOUSAND OAKS, CA, 91360, United States
Phone
805-277-4738
Fax
805-277-4932
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$508.2M
Discretionary AUM
$169.1M
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; CONSULTING
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Corporations/business entities | 12 | $170.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD