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Ibn Financial Services, Inc
Liverpool, New York
5.0
4 Reviews
IBN Financial Services, Inc, a local investment advisory firm based in Liverpool, NY, offers a comprehensive range of financial services. With a dedicated team of 79 professionals, including 16 experienced investment advisors, they are committed to providing exceptional guidance to their clients. On average, each investment advisor manages approximately $8,680,000 in assets under management.
The firm's compensation structure is diverse, accommodating various client preferences. They offer fee structures based on a percentage of assets under management, as well as hourly charges. Their expertise lies in managing assets from employ...see more
Assets Under Mgmt
$138.84M
Investment Professionals
16
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
- Found to have been involved in a violation of self-regulatory organizations rules
Reviews for Ibn Financial Services, Inc
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