IBN Financial Services, Inc

Broker-DealerFINRA MemberEst. 2017

Total AUM

$87.7M

Discretionary

$87.7M

100% of AUM

Accounts

519

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: Liverpool, New York
CRD number: 42360
Registered since: October 12, 2017
Website: www.ibrokernet.com
Custodians: AXOS CLEARING LLC, TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Individuals65%
HNWI20%
Pension & Profit Sharing Plans7%
Corporations / Businesses5%
Charitable Organizations3%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

IBN Financial Services, Inc. is a corporation that operates as an independent broker-dealer and insurance broker, registered with the SEC since 2017. The firm is owned by an individual and functions as a capital allocator, serving both individual and family clients as well as institutional accounts. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a percentage-of-AUM component, hourly billing, and other fee structures. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser in regulatory summary fields, even though it maintains a multi-state physical presence.