IBN FINANCIAL SERVICES, INC - Financial Advisor in New York, Liverpool

Tel: 315-652-4426 404 Old Liverpool Rd Liverpool, New York 13088

About IBN FINANCIAL SERVICES, INC

IBN FINANCIAL SERVICES, INC is a Liverpool, New York based financial advisory firm with nearly $163,061,036 in assets under management and provides investment advisory services for 830 clients. There are currently 79 financial advisors at the firm.

General Information

Firm CRD#:

42360

Firm SEC#:

801-111848

Assets Under Management:

$163,061,036

No. of Clients:

830

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Other (SELECTION AND MONITORING FEES)

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Top Financial Advisory Firms in New York, Liverpool

FirmCRD#:293288

SEC#:801-113320

No. of Advisors:7

No. of Clients:1734

AUM:$155,748,122

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

IBN ADVISORY SERVICES, INC.

293288

801-113320

1734

$155,748,122

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