|
⚲
|
| Keyboard |
| IBN Financial Services Inc
✚
|
|
|---|---|
| CRD # | 42360 |
| SEC # | 801-111848 |
| CIK # | |
| AUM | 87.7 M (2026-04-17) |
| Employees | 52 (29% Investors, 100% Brokers) |
| Phone | 315-652-4426 |
| Address | 404 Old Liverpool Rd Liverpool, NY 13088 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 457 | 57.0 |
| (b) Individuals (high net worth individuals) | 40 | 17.5 |
| (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 | 10 | 6.1 |
| (h) Charitable organizations | 6 | 2.6 |
| (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 | 6 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 519 | 87.7 |
| By Discretionary | ||
| Discretionary | 519 | 87.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 519 | 87.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 87.7 | |
| Total | 519 | 87.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| 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 |
|---|---|---|
|
Redwood Advisory LLC
✚
|
NY | 88.5 M |
|
Ivesta Corp
✚
|
NY | 88.0 M |
|
Contego Capital Group Inc
✚
|
MN | 88.0 M |
|
Wealthfd LLC
✚
|
PA | 87.8 M |
|
Pacific Global Investment Management Company
✚
|
CA | 87.5 M |
|
The Wealthplan LLC
✚
|
NY | 87.5 M |
|
Quincy Wells Advisors LLC
✚
|
IL | 87.3 M |
|
Genesis Asset Management Group Inc
✚
|
86.6 M | |
|
Eagan Capital Management LLC
✚
|
NY | 86.2 M |
|
MACE Capital Management LLC
✚
|
NY | 86.2 M |