Ibn Advisory Services, Inc
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Overview
Ibn Advisory Services, Inc is an advisory firm based in Liverpool, New York. It has $155.2 million in assets throughout 1,742 client accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small team, including 4 financial advisors. Ibn Advisory Services, Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like bonds, equities and options.
Ibn Advisory Services, Inc manages all of its accounts in a discretionary manner. Discretionary management means that buy and sell judgments are made by an investment advisor without needing to seek the client's permission. The investment advisory firm oversees an average of $89,085 in assets for each client account. The average advisor at Ibn Advisory Services, Inc administers around 436 client accounts.
The firm's main office is located at 404 Old Liverpool Rd., Liverpool, New York 13088. The firm is legally allowed to provide services to clients across 17 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ibn Advisory Services, Inc by the Numbers
$155.2 million
7
1,742
$89.1 thousand
Products and Services
Ibn Advisory Services, Inc provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. However, it did not provide any of its customers with financial planning services in the last fiscal year. It does not sell products or offer services apart from investment advisory services to its investment advisory clients. It also has a number of financial industry affiliations, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by the company most likely include some blend of the following fee structures: asset-based or hourly. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a broad range of investors. It works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,742 customers, Ibn Advisory Services, Inc's biggest client group by number of accounts is retail investors, although it also manages money for 42 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 2.41%
- Other Individuals - 96.44%
- Corporations - 0.86%
- Charitable Organizations - 0.29%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ibn Advisory Services, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ibn Advisory Services, Inc
Liverpool, NY
Portland, ME
Bluffton, SC
Bluffton, SC
Holbrook, NY
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