IBN ADVISORY SERVICES, INC.
CRD #293288 SEC #801-113320 LIVERPOOL, NY 315-652-4426
SEC Registered
Total AUM
$184.9M
Discretionary
$184.9M
Employees
7
Clients
0
Accounts
1,524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $184.9M | $184.9M | $0 | 7 | 630 |
| Mar 2024 | $155.7M | $155.7M | $0 | 7 | 630 |
| Oct 2023 | $155.2M | $155.2M | $0 | 7 | 625 |
| Mar 2023 | $155.2M | $155.2M | $0 | 7 | 625 |
| Apr 2022 | $203.1M | $203.1M | $0 | 7 | 591 |
| Apr 2022 | $203.1M | $203.1M | $0 | 7 | 591 |
| Mar 2022 | $203.1M | $203.1M | $0 | 7 | 591 |
| Feb 2022 | $72.5M | $72.5M | $0 | 7 | 591 |
| Dec 2021 | $72.5M | $72.5M | $0 | 7 | 591 |
| Apr 2021 | $72.5M | $72.5M | $0 | 7 | 591 |
| Dec 2020 | $60.4M | $60.4M | $0 | 7 | 591 |
| Jun 2020 | $60.4M | $60.4M | $0 | 7 | 591 |
| Feb 2020 | $60.4M | $60.4M | $0 | 7 | 591 |
| Dec 2019 | $60.4M | $60.4M | $0 | 7 | 591 |
| Dec 2019 | $60.4M | $60.4M | $0 | 7 | 591 |
| Dec 2019 | $60.4M | $60.4M | $0 | 7 | 591 |
| Oct 2019 | $55.5M | $55.5M | $0 | 7 | 591 |
| Oct 2019 | $55.5M | $55.5M | $0 | 7 | 591 |
| Jul 2019 | $41.4M | $41.4M | $0 | 3 | 157 |
| Jul 2019 | $41.4M | $41.4M | $0 | 3 | 157 |
| Jul 2019 | $41.4M | $41.4M | $0 | 3 | 157 |
| Apr 2019 | $41.4M | $41.4M | $0 | 3 | 157 |
| Mar 2019 | $37M | $37M | $0 | 3 | 0 |
| Mar 2019 | $37M | $37M | $0 | 3 | 0 |
| Apr 2018 | $37M | $37M | $0 | 3 | 0 |
DateMar 2025
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees7
Clients630
DateMar 2024
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees7
Clients630
DateOct 2023
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees7
Clients625
DateMar 2023
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees7
Clients625
DateApr 2022
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees7
Clients591
DateApr 2022
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees7
Clients591
DateMar 2022
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees7
Clients591
DateFeb 2022
Total AUM$72.5M
Discretionary$72.5M
Non-Disc.$0
Employees7
Clients591
DateDec 2021
Total AUM$72.5M
Discretionary$72.5M
Non-Disc.$0
Employees7
Clients591
DateApr 2021
Total AUM$72.5M
Discretionary$72.5M
Non-Disc.$0
Employees7
Clients591
DateDec 2020
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees7
Clients591
DateJun 2020
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees7
Clients591
DateFeb 2020
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees7
Clients591
DateDec 2019
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees7
Clients591
DateDec 2019
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees7
Clients591
DateDec 2019
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees7
Clients591
DateOct 2019
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees7
Clients591
DateOct 2019
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees7
Clients591
DateJul 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees3
Clients157
DateJul 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees3
Clients157
DateJul 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees3
Clients157
DateApr 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees3
Clients157
DateMar 2019
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees3
Clients0