Ibn Financial 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 17, 2026, reports $88M in regulatory assets under management, 52 employees, and 519 accounts.
Assets Under Management
$88M
Employees
52
Offices
--
Total Clients
519
Primary office
LIVERPOOL, NY
404 OLD LIVERPOOL RD, LIVERPOOL, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.1% of total clients.
Top client categories% of clientsClients
1
Individuals
88.1%
457
2
HNWI
7.7%
40
3
Pension Plans
1.9%
10
4
Charitable
1.2%
6
5
Corporations
1.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$88Mas of April 17, 2026
Discretionary100.0%
$88M
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.
Latest AUM$88M
Total Accounts519
10Y AUM Change+$32M (+56.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee10:1
10Y Employee Change+45 (+642.9%)
* 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.