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 a small, SEC-registered corporate RIA (registered in 2018) owned by an individual and positioned as a capital allocator that serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of external advisers. The firm also operates as an insurance broker and maintains affiliations with broker-dealers and insurance companies. Fee arrangements are a mix of percentage-of-AUM and hourly charges. Filings indicate the firm does not identify as an active ESG investor.