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Catherine Marian Clark

IBN ASSET MANAGEMENT, LLC·THOUSAND OAKS, California
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463 PENNSFIELD PLACE,, THOUSAND OAKS, CA 91360CRD# 4384961Firm CRD# 290114
01

About

Catherine Marian Clark is a registered financial advisor based in THOUSAND OAKS, California, affiliated with IBN ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
IBN ASSET MANAGEMENT, LLC
IBN ASSET MANAGEMENT, LLC
AUM
$107M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at IBN ASSET MANAGEMENT, LLC →
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: CONSULTING
Regulatory
SEC/IARD CRD# 4384961
Firm CRD# 290114
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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