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Catherine Marian Clark

IBN ASSET MANAGEMENT, LLC·THOUSAND OAKS, California
SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53Clean recordIBN ASSET MANAGEMENT, LLC
463 PENNSFIELD PLACE,, THOUSAND OAKS, CA 91360CRD# 4384961Firm CRD# 290114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Marian Clark · THOUSAND OAKS, CA
Registration
CRD #4384961 · IBN ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 52TO
Series 53
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
IBN ASSET MANAGEMENT, LLC
CRD 290114 · SEC 801-118749
AUM
$107M
Regulatory assets under management
Employees
6
44 client accounts
Services offered by IBN ASSET MANAGEMENT, LLC
Per Form ADV
Selection of other advisers
Other
View all advisors at IBN ASSET MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Catherine Marian Clark offer?
Catherine Marian Clark specializes in Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Catherine Marian Clark's credentials?
Catherine Marian Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Marian Clark located?
Catherine Marian Clark is based in THOUSAND OAKS, California, working with IBN ASSET MANAGEMENT, LLC. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Catherine Marian Clark charge for services?
Catherine Marian Clark's firm is compensated through percentage of aum, subscription fees, other: consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IBN ASSET MANAGEMENT, LLC?
IBN ASSET MANAGEMENT, LLC has approximately 6 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IBN ASSET MANAGEMENT, LLC

Erik Nicholas Hagge
THOUSAND OAKS, CA
David Wayne Emminger
THOUSAND OAKS, CA

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