Data / Investment advisers / New York / Ibn Financial Services, Inc
Ibn Financial Services, Inc, Liverpool, NY: $87.7 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ibn Financial Services, Inc is an SEC registered investment adviser with its main office in Liverpool, New York and reports $87.7 million in regulatory assets under management in its Form ADV filed August 27, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 42360
- SEC file number
- 801-111848
- SEC status
- Approved, effective October 12, 2017
- Legal name
- Ibn Financial Services, Inc.
- Main office
- 404 Old Liverpool Rd, Liverpool, NY 13088
- Phone
- (315) 652-4426
- Website
- ibrokernet.com
- Regulatory AUM
- $87,653,250 in the Form ADV filed August 27, 2026
- Discretionary AUM
- $87,653,250
- Accounts
- 519
- Employees
- 52, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, other fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- August 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 457 | $57 million |
| High net worth individuals | 40 | $17.5 million |
| Pension and profit sharing plans | 10 | $6.1 million |
| Corporations or other businesses | 6 | $4.4 million |
| Charitable organizations | 6 | $2.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $87.7 million | April 17, 2026 |
| December 1, 2025 | $180.5 million | March 21, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Summit Rock Advisors, LP | New York | $26.18 billion | 21 | adviserinfo.sec.gov |
| Fred Alger Management, LLC | New York | $26.14 billion | 2 | adviserinfo.sec.gov |
| Blue Owl Insurance Solutions | New York | $25.84 billion | Not listed | adviserinfo.sec.gov |
| Agl Credit Management LLC | New York | $25.80 billion | 53 | adviserinfo.sec.gov |
| Pretium Single-Family Rental Manager III, LLC | New York | $25.71 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Ibn Financial Services, Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.