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Ibn Financial Services, Inc.

● SEC registered since 2017CRD 42360SEC# 801-111848Liverpool, NY
Export (members)
Reg. AUM
$180.5M
Employees
79
Accounts
768
Location
Liverpool, NY

Ibn Financial Services, Inc. assets under management

Ibn Financial Services, Inc. is an SEC-registered investment adviser based in Liverpool, NY. The firm has been registered since 2017. It reports $180.5 million in regulatory assets under management and employs 79 people.

Ibn Financial Services, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Christopher Ryan AveryChief Operations Officer25-50%2017
Richard James Jr Carlesco ControlChief Executive Officer, Cheif Financial Officer50-75%2002
Timothy Edward EvansChief Compliance Officer5-10%2015

Frequently asked questions

How much does Ibn Financial Services, Inc. manage?

Ibn Financial Services, Inc. reports $180.5 million in regulatory assets under management on its Form ADV.

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

Ibn Financial Services, Inc. reports 79 employees.

Where is Ibn Financial Services, Inc. located?

Ibn Financial Services, Inc. is based in Liverpool, NY and has been SEC-registered since 2017.

Does Ibn Financial Services, Inc. disclose fund performance?

Ibn Financial 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 hours9a.m. To 4p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$180.5M
Non-discretionary$0
Total (RAUM)$180.5M