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
Elliot Schrag (CRD# 5351507) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in New York, NY and has over 15 years of experience in the finance industry.
Richard Stevens (CRD# 852090) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Valley Cottage, NY and has over 39 years of experience in the finance industry.
Robert Tackabury (CRD# 2489878) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 29 years of experience in the finance industry.
James Wells (CRD# 1653557) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Rochester, NY and has over 36 years of experience in the finance industry.
Loren Wood (CRD# 1524675) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Elmira, NY and has over 37 years of experience in the finance industry.
Steven Yazell (CRD# 2353341) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 30 years of experience in the finance industry.