Isaak Bond Investments, Inc.

Broker-DealerFINRA MemberEst. 1977
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 organized as a corporation and has been an SEC-registered adviser since 1977. The firm is owned by an individual and is listed in FINTRX as having an unclassified business profile. The record indicates the firm does not act as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. FINTRX does not populate fields for the firm’s client segments, fee schedules, core business activities, or advisory offerings, so those lines of the business are not described in the source dataset. That absence limits what can be said about target clientele, service models, or investment mandates from the available record.

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

Contacts

3 of 10
  • Donald Lemek

    Donald Lemek

    Vice President of OperationsCRD 2620701

  • Randall Stern

    Randall Stern

    TraderCRD 1338729

  • John Isaak

    Senior Vice PresidentCRD 1357413

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