IBN ASSET MANAGEMENT, LLC
CRD #290114 SEC #801-118749 THOUSAND OAKS, CA 805-277-4738
SEC Registered
Total AUM
$485.4M
Discretionary
$155.2M
Employees
6
Clients
--
Accounts
63
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $485.4M | $155.2M | $330.3M | 6 | 0 |
| Oct 2024 | $107.3M | $81.8M | $25.5M | 6 | 0 |
| Aug 2024 | $107.3M | $81.8M | $25.5M | 6 | 0 |
| Mar 2024 | $100.6M | $75.2M | $25.5M | 6 | 0 |
| Mar 2023 | $107.2M | $79.2M | $28M | 6 | 0 |
| Mar 2022 | $110.1M | $86.9M | $23.2M | 4 | 0 |
| Mar 2021 | $141.1M | $136.8M | $4.3M | 4 | 0 |
| Apr 2020 | $166.8M | $157.7M | $9.2M | 3 | 0 |
DateMar 2025
Total AUM$485.4M
Discretionary$155.2M
Non-Disc.$330.3M
Employees6
Clients0
DateOct 2024
Total AUM$107.3M
Discretionary$81.8M
Non-Disc.$25.5M
Employees6
Clients0
DateAug 2024
Total AUM$107.3M
Discretionary$81.8M
Non-Disc.$25.5M
Employees6
Clients0
DateMar 2024
Total AUM$100.6M
Discretionary$75.2M
Non-Disc.$25.5M
Employees6
Clients0
DateMar 2023
Total AUM$107.2M
Discretionary$79.2M
Non-Disc.$28M
Employees6
Clients0
DateMar 2022
Total AUM$110.1M
Discretionary$86.9M
Non-Disc.$23.2M
Employees4
Clients0
DateMar 2021
Total AUM$141.1M
Discretionary$136.8M
Non-Disc.$4.3M
Employees4
Clients0
DateApr 2020
Total AUM$166.8M
Discretionary$157.7M
Non-Disc.$9.2M
Employees3
Clients0