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 SEC-registered corporate advisory firm that has been operating since 2018 and is owned by an individual. Its client focus is individual and family households, and the firm functions as a capital allocator. Service lines include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm also conducts insurance brokerage activities and lists affiliations with a broker‑dealer, another investment adviser, and an insurance company. Fee schedules combine an asset‑based percentage of AUM with hourly charges. The firm is not identified as an active ESG investor and is not registered as a multi‑state adviser.