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Home > Retirement Planners > new york > liverpool > IBN ADVISORY SERVICES, INC.
IBN ADVISORY SERVICES, INC.
404 Old Liverpool Rd.
Liverpool, New York 13088
Tel: 315-652-4426
About IBN ADVISORY SERVICES, INC.
IBN ADVISORY SERVICES, INC, formally registered with the SEC as IBN ADVISORY SERVICES, INC. The firm was established in 05/31/2018. They have over 1 offices throughout the country.
IBN ADVISORY SERVICES, INC. is a Liverpool, New York based Financial Planning firm with nearly $155,748,122 assets under management, offering retirement planning & investment advisory services to 1734 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293288 |
| SEC# | 801-113320 |
| Assets Managed by Firm | $155,748,122 |
| No. of Clients | 1734 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1734 | $155,748,122 |
| Individuals (other than high net worth individuals) | 1678 | $101,236,279 |
| High net worth individuals | 40 | $31,149,624 |
| Pension and profit sharing plans | 7 | $11,369,613 |
| Charitable organizations | 5 | $4,049,451 |
| Corporations or other businesses | 8 | $7,943,155 |
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