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Baker Thomas Burchfield

Investment adviser representative at Ibn Asset Management, LLC
11 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

11 years in the industry.

  1. Ibn Asset Management, LLCAug 2024 to now
  2. Institutional Bond Network, LLCAug 2023 to now
  3. PaklinkJan 2023 to now
  4. Sarasota County Fire DepartmentSep 2017 to Jan 2023
  5. Polk County Fire RescueMay 2015 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7789620
Firm CRD
290114
Advisor's SEC record (opens in a new tab)
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