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Building 2IBN ASSET MANAGEMENT, LLC

Map pinTHOUSAND OAKS, CA
Phone805-277-4738
NotebookSEC #801-118749
Total AUM
$508.2M
Employees
6
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
463 PENNSFIELD PLACE
SUITE 201
THOUSAND OAKS
CA 91360
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
805-277-4738

ReceiptFinancials

Total AUM
$508.2M
Accounts
71
Discretionary
$169.1M
Accounts
65
Non-Discretionary
$339.1M
Accounts
6

ContactClients

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Government Entity Clients
1
AUM
$338.1M
Corporation or Business Clients
12
AUM
$170.1M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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