← Tributary

IBN ASSET MANAGEMENT, LLC

THOUSAND OAKS, CA · CRD 290114 · IAPD ↗ · 805-277-4738

$508.2MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — IBN ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($485.4M -> $508.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2025 — IBN ASSET MANAGEMENT, LLC reported RAUM up 352% ($107.3M -> $485.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.