Ibn Advisory Services, Inc.
Ibn Advisory Services, Inc. is an SEC-registered mass-market adviser in Liverpool, NY with $69.8M assets under management (AUM, regulatory AUM), -62% over one year. See who owns Ibn Advisory Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293288, SEC 801-113320, data through 2026-04-19.
- AUM (assets under management / regulatory AUM)
- $69.8M (2026-04-19)
- Firm type
- Mass-Market Adviser
- Location
- Liverpool, NY
- Employees
- 8
- Clients
- 197
- CRD
- 293288
- Ownership
- CARLESCO, RICHARD, JAMES; AVERY, CHRISTOPHER, RYAN; EVANS, TIMOTHY, EDWARD; BODKIN, GREGORY, PATRICK
How much AUM does Ibn Advisory Services, Inc. have?
Ibn Advisory Services, Inc. reported $69.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-19).
Who owns Ibn Advisory Services, Inc.?
Disclosed owners and executives of Ibn Advisory Services, Inc. include CARLESCO, RICHARD, JAMES, AVERY, CHRISTOPHER, RYAN, EVANS, TIMOTHY, EDWARD, BODKIN, GREGORY, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.