Isaak Bond Investments, Inc.

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Lakewood, Colorado
CRD number
7413
Registered since
February 11, 1977

Firm profile

FINTRX

Overview

Isaak Bond Investments, Inc. is organized as a corporation and has been SEC-registered since 1977. The firm is listed as individually owned and is categorized as "Unclassified" in the dataset. It does not identify itself as a capital allocator or an active ESG investor, and the record does not flag it as a multi-state or newly formed adviser. The snapshot does not include descriptions of the firm's advisory services, client segments, or specific investment mandates. There are no entries for business activities, advisory activities, or affiliations in the available data, so its current operating model and client-facing services cannot be characterized from this source alone.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Shaun Lee

    Shaun Lee

    Fixed Income Sales & TradingCRD 4687012

  • Byron Isaak

    Byron Isaak

    Vice PresidentCRD 873062

  • David Isaak

    David Isaak

    AssociateCRD 1318894

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lakewood, CO

Denver

Location

Lakewood, CO

Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
3900 S Wadsworth Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth