Austin
King

Ibn Advisory Services, Inc

CRD#6202593
Investment Advisor
in Liverpool, NY

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About this Advisor

Austin King is a financial advisor who works out of Liverpool, New York, who has 1 year of relevant experience. King is currently employed by Ibn Advisory Services, Inc. Throughout their career, they have worked at Alpha Strategies Investment Consulting, California State University At Fullerton, Dinosaur Securities, LLC, Newport Coast Secutities, N/A, Westpark Capital, Inc, Rainmaker Securities, LLC, Boustead Securities, LLC, Sutter Securities Clearing, LLC and Sutter Securities Inc. King has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California. Ibn Advisory Services, Inc is a financial advisory company that has its headquarters in Liverpool, NY. It administers $155 million in assets between its 1,742 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves five charities and foundations. Of its 1,742 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. Ibn Advisory Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on the type of services provided. However, fee types billed by Ibn Advisory Services, Inc may include asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

404 Old Liverpool Rd.
Liverpool, NY 13088

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Ibn Advisory Services, Inc Brokerage Details

Total Assets Under Management

$155,186,230

NY Average: $7,464,549,021
Total Number of Employees

7

NY Average: 88
Total Number of Accounts

1,742

NY Average: 3,892
Average Account Size

$89,085

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Austin King Work History

Austin has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

N/A

2019 - 2021 (2 years)

Sutter Securities Inc

2018 - 2021 (3 years)

Boustead Securities, LLC

2018 - 2019 (1 year)

Sutter Securities Clearing, LLC

2016 - 2016 (< 1 year)

Newport Coast Secutities

2016 - 2016 (< 1 year)

Westpark Capital, Inc

2016 - 2018 (2 years)

Rainmaker Securities, LLC

2015 - 2016 (1 year)

N/A

2014 - 2014 (< 1 year)

Dinosaur Securities, LLC

2013 - 2014 (1 year)

Alpha Strategies Investment Consulting

2012 - 2015 (3 years)

California State University At Fullerton

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Austin King to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ibn Advisory Services, Inc

Austin King
Liverpool, NY
Timothy Nihill
Portland, ME
Robert Star
Bluffton, SC
James Van Grouw
Bluffton, SC
Joseph Storzinger
Holbrook, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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