Investment adviser · CRD 42360
IBN FINANCIAL SERVICES, INC
Investment adviser filing (IA)
IBN FINANCIAL SERVICES, INC.
LIVERPOOL, NY, United States · Form ADV filed Aug 27, 2026
- Regulatory AUM
- $87.7M Form ADV · Item 5.F
- Client accounts
- 519 Accounts, not individual clients
- Employees
- 52 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 457 | $56,974,613 | 65.0% |
| High-net-worth individuals | 40 | $17,530,650 | 20.0% |
| Retirement plans | 10 | $6,135,728 | 7.0% |
| Corporations & businesses | 6 | $4,382,662 | 5.0% |
| Charities | 6 | $2,629,597 | 3.0% |
Filing source
Form ADV 2128834 · Aug 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
404 OLD LIVERPOOL RDLIVERPOOL, NY, 13088, United States
CRD 42360
Filing source
Form ADV 2128834 · Aug 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.