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| Happy Holidays!! thanks for using AUM13F!! |
| IBN Financial Services Inc
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| CRD # | 42360 |
| SEC # | 801-111848 |
| CIK # | |
| AUM | $180.5 M (2025-03-21) |
| Employees | 79 (20% Investors, 96% Brokers) |
| Phone | 315-652-4426 |
| Address | 404 Old Liverpool Rd Liverpool, NY 13088 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 676 | 117.3 |
| (b) Individuals (high net worth individuals) | 59 | 36.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 12.6 |
| (h) Charitable organizations | 9 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 768 | 180.5 |
| By Discretionary | ||
| Discretionary | 768 | 180.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 768 | 180.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.5 | |
| Total | 768 | 180.5 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
IBN Advisory Services Inc
✚
|
NY | 0.2 |
|
IBN Financial Services Inc
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|
NY | 0.2 |
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|---|---|---|
|
Arista Advisory Group LLC
✚
|
NY | 0.2 |
|
SFC Financial LLC
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|
MO | 0.2 |
|
The Eideard Group LLC
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NH | 0.2 |
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Cobblestone Asset Management LLC
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VA | 0.2 |
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Beers Kight Financial Advisors LLC
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SC | 0.2 |
|
Hensler & Associates Wealth Management LLC
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|
MI | 0.2 |
|
Harbour Financial Resources Ltd
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|
IL | 0.2 |
|
North Ridge Wealth Advisors Inc
✚
|
OR | 0.2 |
|
Sincerus Advisory LLC
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|
0.2 | |
|
Jim Saulnier & Associates LLC
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