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 a corporation that has been registered as an SEC investment adviser since 1977 and is held by an individual owner. The firm's regulatory classification is listed as unclassified. Available metadata flags indicate it is not operating as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser. The source record does not include descriptions of the firm's advisory services, investment disciplines, target client segments, or fee arrangements; those operational details are not available in the provided data.

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
  • Donald Lemek

    Donald Lemek

    Vice President of OperationsCRD 2620701

  • Randall Stern

    Randall Stern

    TraderCRD 1338729

  • John Isaak

    Senior Vice PresidentCRD 1357413

Unlock 7 more contacts

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