RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CLARK, CATHERINE, MARIANICHIEF COMPLIANCE OFFICERNA
CLARK, CATHERINE, MARIANICHIEF COMPLIANCE OFFICERNA
EMMINGER, DAVID, WAYNEIMANAGING MEMBERNA Control
EMMINGER, DAVID, WAYNEIMANAGING MEMBERNA Control
EMMINGER, DAVID, WAYNEIMANAGING MEMBERNA Control
EMMINGER, DAVID, WAYNEIMANAGING MEMBERNA Control
HAGGE, ERIK, NICHOLASIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
HAGGE, ERIK, NICHOLASIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
HAGGE, ERIK, NICHOLASIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
HAGGE, ERIK, NICHOLASIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
HAGGE, ERIK, NICHOLASIMANAGING MEMBERE Control
HAGGE, ERIK, NICHOLASIMANAGING MEMBERE Control
EMMINGER, DAVID, WAYNEIMANAGING MEMBERD Control
EMMINGER, DAVID, WAYNEIMANAGING MEMBERD Control
HAGGE, ERIK, NICHOLASIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
HAGGE, ERIK, NICHOLASIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (1)

CA

Address

463 PENNSFIELD PLACE
SUITE 201
THOUSAND OAKS, CA 91360
United States
Phone: 805-277-4738