Isaak Bond Investments, Inc.
Firm details
- Headquarters
- Lakewood, Colorado
- CRD number
- 7413
- Registered since
- February 11, 1977
- Website
- www.isaakbond.com
Firm profile
FINTRXOverview
Isaak Bond Investments, Inc. is organized as a corporation and has been an SEC-registered adviser since 1977. The firm is owned by an individual and is listed in FINTRX as having an unclassified business profile. The record indicates the firm does not act as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. FINTRX does not populate fields for the firm’s client segments, fee schedules, core business activities, or advisory offerings, so those lines of the business are not described in the source dataset. That absence limits what can be said about target clientele, service models, or investment mandates from the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10
Donald Lemek
Vice President of OperationsCRD 2620701

Randall Stern
TraderCRD 1338729
John Isaak
Senior Vice PresidentCRD 1357413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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