Ibn Financial Services, Inc.
● SEC registered since 2017CRD 42360SEC# 801-111848Liverpool, NY
Reg. AUM
$87.7M
Employees
52
Accounts
519
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 $87.7 million in regulatory assets under management and employs 52 people.
Ibn Financial Services, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Ryan Avery | Chief Operations Officer | 25-50% | 2017 |
| Richard James Jr Carlesco Control | Chief Executive Officer, Cheif Financial Officer | 50-75% | 2002 |
| Timothy Edward Evans | Chief Compliance Officer | 5-10% | 2015 |
Frequently asked questions
How much does Ibn Financial Services, Inc. manage?
Ibn Financial Services, Inc. reports $87.7 million in regulatory assets under management on its Form ADV.
How many employees does Ibn Financial Services, Inc. have?
Ibn Financial Services, Inc. reports 52 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
| Address | 404 Old Liverpool Rd, Liverpool, NY 13088 |
| Phone | 315-652-4426 |
| Fax | 315-652-1035 |
| Office hours | 9a.m. To 4p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$87.7M▼ 51%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$87.7Mregulatory AUM
Discretionary $87.7M