IBN ASSET MANAGEMENT, LLC

Overview

IBN Asset Management, LLC is a privately owned limited liability company that provides portfolio management services to institutional clients. The firm is SEC-registered (since 2020) and reports an owner-type classified as individual. Its advisory remit is focused on managing portfolios for businesses and institutional entities rather than retail wealth management. Fee arrangements include AUM-based fees along with fixed fees and other fee structures. IBN does not describe itself as an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator. The firm also lists industry affiliations that include broker-dealer activity and registration as a municipal advisor.

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