Institutional Bond Network, LLC
Firm details
- Headquarters
- Thousand Oaks, California
- CRD number
- 187515
- Registered since
- January 8, 2016
- Website
- ibnbonds.com
Firm profile
FINTRXOverview
Institutional Bond Network, LLC is a limited liability company that registered as an SEC adviser in 2016. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and an individual. The firm does not identify itself as a multi-state adviser and is not described as a capital allocator or a pension consultant. The source record contains minimal descriptive material about the firm’s business model, advisory activities, fee schedule or client segments. FINTRX also flags the firm as not being an active ESG investor and not a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Catherine Clark
Chief Compliance OfficerCRD 4384961
Contacts
3 of 25Cindy Toshie
Marketing SpecialistCRD 4397969

Erik Hagge
Senior PartnerCRD 3244703

Brian Hehir
TraderCRD 5945696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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