Ibn Financial Services, Inc
Ibn Financial Services, Inc is an SEC-registered mass-market adviser in Liverpool, NY with $87.7M assets under management (AUM, regulatory AUM), -51% over one year. See who owns Ibn Financial Services, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 42360, SEC 801-111848, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $87.7M (2026-04-17)
- Firm type
- Mass-Market Adviser
- Location
- Liverpool, NY
- Employees
- 52
- Clients
- 519
- CRD
- 42360
- Ownership
- AVERY, CHRISTOPHER RYAN; CARLESCO, RICHARD JAMES JR; AVERY, CHRISTOPHER R; EVANS, TIMOTHY EDWARD; VESTECH SECURITIES, INC.
How much AUM does Ibn Financial Services, Inc have?
Ibn Financial Services, Inc reported $87.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Ibn Financial Services, Inc?
Disclosed owners and executives of Ibn Financial Services, Inc include AVERY, CHRISTOPHER RYAN, CARLESCO, RICHARD JAMES JR, AVERY, CHRISTOPHER R, EVANS, TIMOTHY EDWARD, VESTECH SECURITIES, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.