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 is SEC-registered (initial registration year 2016). Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source dataset. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The source material does not disclose the firm's client segments, fee arrangements, or the specific advisory and business activities it conducts.

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

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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