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Building 2IBN ADVISORY SERVICES, INC.

Map pinLIVERPOOL, NY
Phone315-652-4426
NotebookSEC #801-113320
Total AUM
$69.8M
Employees
8
Clients
200

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
9:30AM - 4PM
Monday - Friday
Phone
315-652-4426

ReceiptFinancials

Total AUM
$69.8M
Accounts
210
Discretionary
$69.8M
Accounts
210
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
192
AUM
$51M
HNW Individual Clients
5
AUM
$11.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLILKSMAMDMENCNENHNJNYPASCTXVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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