Overview
Assets Under Management: $185 million
Headquarters: LIVERPOOL, NY
High-Net-Worth Clients: 40
Average Client Assets: $786,029
Frequently Asked Questions
IBN ADVISORY SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293288), IBN ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
IBN ADVISORY SERVICES, INC. is headquartered in LIVERPOOL, NY.
IBN ADVISORY SERVICES, INC. serves 40 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, IBN ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
IBN ADVISORY SERVICES, INC. manages $185 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, IBN ADVISORY SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.00
Average High-Net-Worth Client Assets: $786,029
Total Client Accounts: 1,524
Discretionary Accounts: 1,524
Regulatory Filings
CRD Number: 293288
Filing ID: 1962599
Last Filing Date: 2025-03-21 16:15:00
Website: https://ibrokernet.com