Monica Ann Coles
Chief Compliance OfficerIbn Financial Services, Inc.CRD 5445069
About Monica Ann Coles
Monica Ann Coles is listed as Chief Compliance Officer at Ibn Financial Services, Inc. in Liverpool, NY. Form ADV reports a beneficial ownership band of Under 5%. Monica Ann Coles is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Ibn Financial Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Monica Ann Coles work?
Monica Ann Coles is listed as Chief Compliance Officer at Ibn Financial Services, Inc. on SEC Form ADV.
How much of Ibn Financial Services, Inc. does Monica Ann Coles own?
Form ADV reports a beneficial ownership band of Under 5%.
Ibn Financial Services, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Ibn Advisory Services, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Oxford Harriman Holdings Adv LLC
| Title | Chief Compliance Officer, President |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Twenty Four Wealth RIA, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |