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Chief Compliance Officer · IBN Asset Management, LLC

Catherine M. Clark

CRD 4384961 · Named on Form ADV at one SEC-registered adviser

At a glance

IBN Asset Management, LLC, an SEC-registered asset manager based in Thousand Oaks, CA with $508 million in regulatory assets, lists Catherine M. Clark on its Form ADV as Chief Compliance Officer.

Firms and roles

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Catherine’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Catherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.