IBN Advisory Services, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$69.8M

Discretionary

$69.8M

100% of AUM

Avg account

$332K

Accounts

210

Employees

Advisory reps

Firm details

Headquarters: Liverpool, New York
CRD number: 293288
Registered since: May 31, 2018
Website: www.ibrokernet.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals73%
HNWI17%
Pension & Profit Sharing Plans4.02%
Corporations / Businesses3.97%
Charitable Organizations2.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

IBN Advisory Services, Inc. is an individually owned advisory firm that registered with the SEC in 2018 and focuses on serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses, and other business or institutional clients, and it also performs selection-of-other-advisers duties. IBN operates as an insurance broker in addition to its advisory work and is affiliated with broker-dealer and insurance company activities. Its fees include a percentage-of-AUM component and hourly charges. The firm identifies as a capital allocator and does not market itself as an active ESG investor.