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Building 2IBN FINANCIAL SERVICES, INC

Map pinLIVERPOOL, NY
Phone315-652-4426
NotebookSEC #801-111848
Total AUM
$87.7M
Employees
52
Clients
519

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
404 OLD LIVERPOOL RD
LIVERPOOL
NY 13088
United States
Operating Hours
9AM TO 4PM
Monday - Friday
Phone
315-652-4426

ReceiptFinancials

Total AUM
$87.7M
Accounts
519
Discretionary
$87.7M
Accounts
519
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
457
AUM
$57M
HNW Individual Clients
40
AUM
$17.5M
Pension/Profit Sharing Plan Clients
10
AUM
$6.1M
Charitable Organization Clients
6
AUM
$2.6M
Corporation or Business Clients
6
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION AND MONITORING FEES

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CTFLIDKSKYLAMAMDNENJNYORPARITNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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