Ibn Advisory Services, Inc.
● SEC registered since 2018CRD 293288SEC# 801-113320Liverpool, NY
Reg. AUM
$69.8M
Employees
8
Accounts
210
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 $69.8 million in regulatory assets under management and employs 8 people.
Ibn Advisory Services, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Ryan Avery Control | Coo | 25-50% | 2018 |
| Gregory Patrick Bodkin | Chief Compliance Officer | Under 5% | 2025 |
| Richard James Jr Carlesco Control | Ceo | 50-75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Ibn Advisory Services, Inc. manage?
Ibn Advisory Services, Inc. reports $69.8 million in regulatory assets under management on its Form ADV.
How many employees does Ibn Advisory Services, Inc. have?
Ibn Advisory Services, Inc. reports 8 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
| Address | 404 Old Liverpool Rd., Liverpool, NY 13088 |
| Phone | 315-652-4426 |
| Fax | 315-652-1035 |
| Office hours | 9:30a.m. - 4p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$69.8M▼ 62%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$69.8Mregulatory AUM
Discretionary $69.8M