Institutional Bond Network, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Thousand Oaks, California
CRD number
187515
Registered since
January 8, 2016

Firm profile

FINTRX

Overview

Institutional Bond Network, LLC is organized as a limited liability company and registered with the SEC in 2016. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available data and does not identify itself as a capital allocator. It is not flagged as an active ESG investor, not a multi-state adviser, not newly formed, and does not report pension consulting or related-adviser activity. The firm has provided minimal public detail about its business and advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Catherine Clark

    Catherine Clark

    Chief Compliance OfficerCRD 4384961

Contacts

3 of 25
  • Cindy Toshie

    Marketing SpecialistCRD 4397969

  • Erik Hagge

    Erik Hagge

    ​Senior PartnerCRD 3244703

  • Brian Hehir

    Brian Hehir

    TraderCRD 5945696

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Thousand Oaks, CA

Ventura

Location

Thousand Oaks, CA

Headquartered in Thousand Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
463 Pennsfield Pl
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth