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 SEC-registered since 1977 and is owned by an individual. The firm is listed as "unclassified" in available records and is not identified as a related adviser, pension consultant, or newly formed adviser. Filings indicate it does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

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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

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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