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 owned by an individual and is classified in the FINTRX record as "Unclassified." The profile contains very limited operational detail: the firm is not identified as a capital allocator, is not listed as an active ESG investor, and is not recorded as a multi-state adviser, pension consultant, or related adviser. FINTRX does not list the firm's business activities, advisory services, client segments, or fee model in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • DONALD LEMEK

    Vice President of OperationsCRD 2620701

  • 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