IBN FINANCIAL SERVICES, INC.
Legal name: IBN FINANCIAL SERVICES, INC
CRD #42360 SEC #801-111848 LIVERPOOL, NY 315-652-4426
SEC Registered Broker-Dealer Disclosures
Total AUM
$180.5M
Discretionary
$180.5M
Employees
79
Clients
0
Accounts
768
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $180.5M | $180.5M | $0 | 79 | 0 |
| Mar 2024 | $163.1M | $163.1M | $0 | 79 | 0 |
| Mar 2023 | $138.8M | $138.8M | $0 | 79 | 0 |
| Mar 2022 | $151.4M | $151.4M | $0 | 79 | 0 |
| Feb 2022 | $67.2M | $67.2M | $0 | 79 | 0 |
| Jan 2022 | $67.2M | $67.2M | $0 | 79 | 0 |
| Dec 2021 | $67.2M | $67.2M | $0 | 79 | 0 |
| Apr 2021 | $67.2M | $67.2M | $0 | 79 | 0 |
| Jun 2020 | $101.8M | $101.8M | $0 | 77 | 0 |
| Feb 2020 | $101.8M | $101.8M | $0 | 77 | 0 |
| Feb 2020 | $101.8M | $101.8M | $0 | 77 | 0 |
| Jan 2020 | $101.8M | $101.8M | $0 | 77 | 0 |
| Dec 2019 | $101.8M | $101.8M | $0 | 77 | 0 |
| Dec 2019 | $101.8M | $101.8M | $0 | 77 | 0 |
| Dec 2019 | $101.8M | $101.8M | $0 | 77 | 0 |
| Dec 2019 | $41.4M | $41.4M | $0 | 77 | 0 |
| Dec 2019 | $41.4M | $41.4M | $0 | 77 | 0 |
| Dec 2019 | $41.4M | $41.4M | $0 | 77 | 0 |
| Oct 2019 | $41.4M | $41.4M | $0 | 77 | 0 |
| Oct 2019 | $41.4M | $41.4M | $0 | 77 | 0 |
| Jul 2019 | $41.4M | $41.4M | $0 | 8 | 0 |
| Apr 2019 | $41.4M | $41.4M | $0 | 8 | 0 |
| Apr 2019 | $41.4M | $41.4M | $0 | 8 | 0 |
| Mar 2019 | $31.8M | $28.8M | $3M | 7 | 0 |
| Mar 2019 | $62.7M | $17.1M | $45.6M | 7 | 0 |
| Oct 2018 | $62.7M | $17.1M | $45.6M | 7 | 0 |
| Jun 2018 | $62.7M | $17.1M | $45.6M | 7 | 0 |
| Apr 2018 | $62.7M | $17.1M | $45.6M | 7 | 0 |
| Sep 2017 | $56M | $15.8M | $40.1M | 7 | 500 |
DateMar 2025
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees79
Clients0
DateMar 2024
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees79
Clients0
DateMar 2023
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees79
Clients0
DateMar 2022
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees79
Clients0
DateFeb 2022
Total AUM$67.2M
Discretionary$67.2M
Non-Disc.$0
Employees79
Clients0
DateJan 2022
Total AUM$67.2M
Discretionary$67.2M
Non-Disc.$0
Employees79
Clients0
DateDec 2021
Total AUM$67.2M
Discretionary$67.2M
Non-Disc.$0
Employees79
Clients0
DateApr 2021
Total AUM$67.2M
Discretionary$67.2M
Non-Disc.$0
Employees79
Clients0
DateJun 2020
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees77
Clients0
DateFeb 2020
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees77
Clients0
DateFeb 2020
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees77
Clients0
DateJan 2020
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees77
Clients0
DateDec 2019
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees77
Clients0
DateDec 2019
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees77
Clients0
DateDec 2019
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees77
Clients0
DateDec 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees77
Clients0
DateDec 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees77
Clients0
DateDec 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees77
Clients0
DateOct 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees77
Clients0
DateOct 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees77
Clients0
DateJul 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$31.8M
Discretionary$28.8M
Non-Disc.$3M
Employees7
Clients0
DateMar 2019
Total AUM$62.7M
Discretionary$17.1M
Non-Disc.$45.6M
Employees7
Clients0
DateOct 2018
Total AUM$62.7M
Discretionary$17.1M
Non-Disc.$45.6M
Employees7
Clients0
DateJun 2018
Total AUM$62.7M
Discretionary$17.1M
Non-Disc.$45.6M
Employees7
Clients0
DateApr 2018
Total AUM$62.7M
Discretionary$17.1M
Non-Disc.$45.6M
Employees7
Clients0
DateSep 2017
Total AUM$56M
Discretionary$15.8M
Non-Disc.$40.1M
Employees7
Clients500