Isaak Bond Investments, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Lakewood, Colorado
CRD number
7413
Registered since
February 11, 1977

Firm profile

FINTRX

Overview

Isaak Bond Investments, Inc. is an individually owned corporate advisory entity that appears to operate at a very small scale. The firm's internal classification is listed as unclassified, and the snapshot indicates it does not serve as a capital allocator or actively incorporate ESG in its investment approach. Public-facing details about the firm's advisory activities, client types, fee schedules and investment process are not provided in the source data.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 10
  • Shaun Lee

    Shaun Lee

    Fixed Income Sales & TradingCRD 4687012

  • Byron Isaak

    Byron Isaak

    Vice PresidentCRD 873062

  • David Isaak

    David Isaak

    AssociateCRD 1318894

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lakewood, CO

Denver

Location

Lakewood, CO

Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
3900 S Wadsworth Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth