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 is an SEC-registered adviser with an original registration date listed as 1977. FINTRX classifies the firm as "Unclassified" and identifies its owner type as individual. The firm is not designated as a capital allocator and is not flagged as an active ESG investor. The dataset does not include a description of the firm's advisory or business activities, and FINTRX indicates the firm has not provided details on activities or affiliations. Additional operational flags in the record show the firm is not a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser.

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

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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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