Bradley
Lukens

Ibn Asset Management, LLC

CRD#6144161
Investment Advisor
in Winter Park, FL

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About this Advisor

Bradley Lukens is a financial advisor based in Winter Park, Florida, working with Ibn Asset Management, LLC. Bradley has previously held positions at Prospera Financial Services, Institutional Bond Network, LLC, Arbitrage Management Group, Ibn Asset Management, LLC, and Sterne Agee Financial Services, Inc. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Bradley is part of Ibn Asset Management, LLC, which operates out of Winter Park, Florida. The firm has 6 employees and manages assets totaling $100.6 million. The services offered by the firm include portfolio management for institutional clients and other services. The fee structure at Ibn Asset Management, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Winter Park, FL

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Ibn Asset Management, LLC Brokerage Details

Total Assets Under Management

$100,649,820

FL Average: $7,578,581,321
Total Number of Employees

6

FL Average: 43
Total Number of Accounts

46

FL Average: 3,727
Average Account Size

$2,188,040

FL Average: $2,033,427

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Bradley Lukens Work History

2022 - Present (3 years)

Ibn Asset Management, LLC

2020 - Present (5 years)

Institutional Bond Network, LLC

2012 - Present (13 years)

Arbitrage Management Group

2016 - 2020 (4 years)

Prospera Financial Services

2012 - 2016 (4 years)

Sterne Agee Financial Services, Inc

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Disclosures

Please visit the SEC profile of Bradley Lukens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ibn Asset Management, LLC

Erik Hagge
Thousand Oaks, CA
David Emminger
Thousand Oaks, CA
Dellon Barry
Thousand Oaks, CA
Bradley Lukens
Winter Park, FL
Andrew Toshie
Winter Springs, FL
Cindy Toshie
Thousand Oaks, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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