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Ibn Advisory Services, Inc.

● SEC registered since 2018CRD 293288SEC# 801-113320Liverpool, NY
Export (members)
Reg. AUM
$184.9M
Employees
7
Accounts
1,524
Location
Liverpool, NY

Ibn Advisory Services, Inc. assets under management

Ibn Advisory Services, Inc. is an SEC-registered investment adviser based in Liverpool, NY. The firm has been registered since 2018. It reports $184.9 million in regulatory assets under management and employs 7 people.

Ibn Advisory Services, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Christopher Ryan Avery ControlCoo25-50%2018
Richard James Jr Carlesco ControlCeo50-75%2018
Timothy Edward EvansCco5-10%2018

Frequently asked questions

How much does Ibn Advisory Services, Inc. manage?

Ibn Advisory Services, Inc. reports $184.9 million in regulatory assets under management on its Form ADV.

How many employees does Ibn Advisory Services, Inc. have?

Ibn Advisory Services, Inc. reports 7 employees.

Where is Ibn Advisory Services, Inc. located?

Ibn Advisory Services, Inc. is based in Liverpool, NY and has been SEC-registered since 2018.

Does Ibn Advisory Services, Inc. disclose fund performance?

Ibn Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address404 Old Liverpool Rd., Liverpool, NY 13088
Phone315-652-4426
Fax315-652-1035
Office hours9:30a.m. - 4p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$184.9M
Non-discretionary$0
Total (RAUM)$184.9M