Ibn Financial Services, Inc.
Ibn Financial Services, Inc. (CRD# 42360) is a financial advisory firm headquartered in Liverpool, NY. They manage $163,061,036 in 830 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management163MILLION
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Total Number of Accounts830ACCOUNTS
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Average Account Value$196,459
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, ID, KS, KY, LA, MA, MD, NE, NJ, NY, OR, PA, RI, TN, TX, VA, WA
Richard Carlesco (CRD# 2135988) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 33 years of experience in the finance industry.
Chad Colbert (CRD# 4730451) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Potsdam, NY and has over 20 years of experience in the finance industry.
Robert Dagosta (CRD# 1903105) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Center Valley, PA and has over 34 years of experience in the finance industry.
Theresa Ellis (CRD# 2706431) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 27 years of experience in the finance industry.
John Flavin (CRD# 2608305) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Ridgefield, CT and has over 28 years of experience in the finance industry.
Todd Glenn (CRD# 2554678) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Plainview, NY and has over 28 years of experience in the finance industry.
Kyle Kadish (CRD# 4864706) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Windham, NH and has over 17 years of experience in the finance industry.
Fred Kahn (CRD# 859564) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in East Syracuse, NY and has over 43 years of experience in the finance industry.
Bart Kaplow (CRD# 264208) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Phoenixville, PA and has over 44 years of experience in the finance industry.
Mark Levitch (CRD# 5966107) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 14 years of experience in the finance industry.