IBN FINANCIAL SERVICES, INC

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

About IBN FINANCIAL SERVICES, INC

IBN FINANCIAL SERVICES, INC, formally registered with the SEC as IBN FINANCIAL SERVICES, INC. The firm was established in 10/12/2017. They have over 1 offices throughout the country.

IBN FINANCIAL SERVICES, INC is a Liverpool, New York based Financial Planning firm with nearly $163,061,036 assets under management, offering retirement planning & investment advisory services to 830 clients. The firm is staffed with 79 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	42360
SEC#	801-111848
Assets Managed by Firm	$163,061,036
No. of Clients	830
No. of Advisors	79

Fee Structure

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

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	830	$163,061,036
Individuals (other than high net worth individuals)	791	$119,319,087
High net worth individuals	20	$27,742,186
Charitable organizations	7	$7,020,313
Corporations or other businesses	7	$6,152,290

More Retirement Planning firms in Liverpool, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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