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 has been SEC-registered since 2016. FINTRX classifies ownership as a domestic entity/individual and lists the firm as unclassified for its business type. The dataset flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. Publicly available FINTRX fields for client base, fee structure, core business activities and advisory services are blank in the source data, so there is no description of the firm’s client segments or how it charges for services in that feed.

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

    Catherine Clark

    Chief Compliance OfficerCRD 4384961

Contacts

3 of 25
  • Brian Hehir

    Brian Hehir

    TraderCRD 5945696

  • Hoan-vu Tran Nguyen

    InvestorCRD 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