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IBN FINANCIAL SERVICES, INC

Tel: 315-652-4426
404 Old Liverpool Rd
Liverpool, New York  13088

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IBN FINANCIAL SERVICES, INC

IBN FINANCIAL SERVICES, INC is a Liverpool, New York based financial advisory firm with nearly $163,061,036 in assets under management and provides investment advisory services for 830 clients. There are currently 79 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Other (SELECTION AND MONITORING FEE

Firm CRD#:

42360

SEC#:

801-111848

No. of Clients:

830

Assets under Management

$163,061,036

No. of Advisors:

79

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