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 since 2016. The firm's ownership is recorded as a combination of a domestic entity and an individual. In the snapshot profile the adviser is classified as "unclassified" and is not identified as a multi-state adviser, a related adviser, or a newly formed adviser.

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

Owners & executives

1 of 1
  • CATHERINE CLARK

    Chief Compliance OfficerCRD 4384961

Contacts

3 of 25
  • BRIAN HEHIR

    TraderCRD 5945696

  • HOAN-VU TRAN NGUYEN

    CRD 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