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IBN FINANCIAL SERVICES, INC
IBN FINANCIAL SERVICES, INC.
CRD 42360 · SEC 801-111848
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
$87.7M
Discretionary AUM
$87.7M
Team
52 total employees; 15 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; SELECTION AND MONITORING FEES
Org form
Corporation
Filing date
2026-04-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 457 | $57.0M |
| High net worth individuals | 40 | $17.5M |
| Pension/profit sharing plans | 10 | $6.1M |
| Charitable organizations | 6 | $2.6M |
| Corporations/business entities | 6 | $4.4M |
States served
ID, KS, KY, LA, MD, MA, NE, NJ, NY, OR, PA, RI, TN, VA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD