|
⚲
|
| Keyboard |
| IBN Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 293288 |
| SEC # | 801-113320 |
| CIK # | |
| AUM | 69.8 M (2026-04-19) |
| Employees | 8 (100% Investors, 88% Brokers) |
| Phone | 315-652-4426 |
| Address | 404 Old Liverpool Rd Liverpool, NY 13088 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 51.0 |
| (b) Individuals (high net worth individuals) | 5 | 11.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.8 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 210 | 69.8 |
| By Discretionary | ||
| Discretionary | 210 | 69.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 210 | 69.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 69.8 | |
| Total | 210 | 69.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 132 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
IBN Financial Services Inc
✚
|
NY | 87.7 M |
|
IBN Advisory Services Inc
✚
|
NY | 69.8 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Madison Global Advisors LLC
✚
|
NY | 71.4 M |
|
Planrock Investment Management LLC
✚
|
TN | 71.0 M |
|
Polaris Financial LLC
✚
|
70.2 M | |
|
Percent Advisors LLC
✚
|
NY | 70.0 M |
|
Marin Wealth Advisors LLC
✚
|
CA | 69.4 M |
|
Tanaka Capital Management Inc
✚
|
CT | 69.4 M |
|
Capital Management Associates Inc
✚
|
MN | 68.7 M |
|
Santara Wealth Management LLC
✚
|
CA | 68.7 M |
|
Structure Wealth Partners LLC
✚
|
FL | 68.2 M |
|
Peak Altitude Partners LP
✚
|
NY | 68.1 M |