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| Happy Holidays!! thanks for using AUM13F!! |
| IBN Advisory Services Inc
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| CRD # | 293288 |
| SEC # | 801-113320 |
| CIK # | |
| AUM | $184.9 M (2025-03-21) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 315-652-4426 |
| Address | 404 Old Liverpool Rd Liverpool, NY 13088 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,463 | 135.0 |
| (b) Individuals (high net worth individuals) | 40 | 31.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 7.4 |
| (h) Charitable organizations | 6 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,524 | 184.9 |
| By Discretionary | ||
| Discretionary | 1,524 | 184.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,524 | 184.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.9 | |
| Total | 1,524 | 184.9 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
IBN Advisory Services Inc
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|
NY | 0.2 |
|
IBN Financial Services Inc
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|
NY | 0.2 |
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