Ibn Asset Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 290114
- SEC number
- 801-118749
- Firm type
- RIA
- Assets under management
- $508.2M as of Mar 31, 2026
- Website
- www.linkedin.com/company/ibn-asset-management ↗
- Phone
- 805-277-4738
- Address
- 463 Pennsfield Place, Thousand Oaks, CA, 91360
Advisors at this firm
6 in our index · page 1 of 1
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Dellon Stout BarryCRD 6738085 · Thousand Oaks, CAIA RegisteredBroker
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Baker Thomas BurchfieldCRD 7789620 · Plant City, FLIA RegisteredBroker
-
Erik Nicholas HaggeCRD 3244703 · Thousand Oaks, CAIA RegisteredBroker
-
Bradley James LukensCRD 6144161 · Winter Park, FLIA RegisteredBroker
-
Andrew Louis ToshieCRD 2570308 · Winter Springs, FLIA RegisteredBroker
-
Cindy Ball ToshieCRD 4397969 · Winter Springs, FLIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 290114 ↗
FINRA BrokerCheck record for firm CRD 290114 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.