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 has been SEC-registered since 2016. Publicly available FINTRX records provide minimal detail on its business model and client focus: the firm is classified as "Unclassified," lists owner types as a domestic entity and an individual, and is not identified as a capital allocator. FINTRX flags the firm as not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm did not supply descriptions of its advisory activities or fee structure in the dataset provided.

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
  • Brian Hehir

    Brian Hehir

    TraderCRD 5945696

  • Hoan-vu Tran Nguyen

    InvestorCRD 8163339

  • William Eugene Ruffier

    InvestorCRD 8167148

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