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Cindy Ball Toshie

Investment adviser representative at Ibn Asset Management, LLC
21 yearsExperience
1 stateRegistered in
$508.2MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

21 years in the industry.

  1. Ibn Asset Management, LLCJun 2022 to now
  2. Institutional Bond NetworkSep 2020 to now
  3. Arbitrage Management GroupAug 2005 to now
  4. Prospera Financial ServicesJan 2016 to Sep 2020

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (CA).

Ibn Asset Management, LLC

$508.2MAssets managed
12Clients
6Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4397969
Firm CRD
290114
Advisor's SEC record (opens in a new tab)
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