Ibn Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Liverpool, NY. Its latest Form ADV filing, dated April 19, 2026, reports $70M in regulatory assets under management, 8 employees, and 210 accounts.
Assets Under Management
$70M
Employees
8
Offices
--
Total Clients
197
Primary office
LIVERPOOL, NY
404 OLD LIVERPOOL RD., LIVERPOOL, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.5% of total clients.
Top client categories% of clientsClients
1
Individuals
97.5%
192
2
HNWI
2.5%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$70Mas of April 19, 2026
Discretionary100.0%
$70M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$70M
Total Accounts210
10Y AUM Change+$33M (+88.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee25:1
10Y Employee Change+5 (+166.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.