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IBN ADVISORY SERVICES, INC.
CRD 293288 · SEC 801-113320
404 OLD LIVERPOOL RD., LIVERPOOL, NY, 13088, United States
Phone
315-652-4426
Fax
315-652-1035
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$69.8M
Discretionary AUM
$69.8M
Team
8 total employees; 8 advisory reps; 132 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $51.0M |
| High net worth individuals | 5 | $11.9M |
States served
VT, AL, CA, IL, KS, ME, MD, MA, NE, NJ, NY, NC, PA, SC, VA, TX, NH, FL
Official SEC filing: View on IAPD