IBN Asset Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$508M

Discretionary

$169M

33% of AUM

Avg account

$7.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Thousand Oaks, California
CRD number: 290114
Registered since: May 18, 2020
Website: ibnassetmanagement.com
Custodians: THE BANK OF NEW YORK MELLON, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: State / Municipal Government66.53%
Corporations / Businesses33.47%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

IBN Asset Management, LLC is a limited liability company registered with the SEC in 2020 that operates as an institutional registered investment adviser. The firm’s client focus is institutional — it provides portfolio management services for businesses and other institutional entities rather than retail households. Ownership is held by an individual, and the adviser charges a mix of percentage-of-AUM fees plus fixed and other fee arrangements. The firm reports a clear orientation toward traditional fixed-income management and does not identify as an active ESG investor. It is not set up as a multi-state adviser and does not list pension consulting or related-adviser relationships. Industry affiliations include roles as a broker-dealer and as a registered municipal advisor.