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IBN Financial Services, Inc.

IBN Financial Services, Inc.. CRD 42360

I

CRD: 42360

IBN Financial Services, Inc.

Liverpool, NY, 13088
3156524426
www.ibrokernet.com
$87.7M Total AUM
$87.7M Disc. AUM
-14.2% 3Y CAGR
52 Employees
519 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Axos ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
--
Established Date
03-23-1999
Office Locations
17

Office Locations

17 Mountain Avenue Bloomfield CT
21 Cardinal Road Suite 104 Hilton Head Island SC
2556 RT 12B Hamilton NY

About IBN Financial Services, Inc.

IBN Financial Services, Inc. (Liverpool, NY) provides financial planning and discretionary asset management for individuals and entrepreneurs, including retirement, tax and estate planning, charitable giving, and insurance/annuity solutions. Investment implementation is ETF-centric with an emphasis on asset allocation and risk management. The firm has been featured in InvestmentNews.

Team overview

61 AVG AGE
$5.8M AVG AUM / ADVISOR
$168.9K AVG AUM / CLIENT
7.6 yrs AVG TENURE
52 Employees
15 Advisory Reps
11 RIA Reps
27yrs Firm Age

Insights

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Asset Classes

Wave Wave frontier Horizon element Peak

Client Personas

Foundation

CRM

Pioneer

Custodian

Beacon delta Vertex delta Eagle prime

Investment Themes

Meridian Vector bridge Focus

Investment Vehicles

Frontier pathway Legacy element

Services

Beacon Vertex Focus Meridian pioneer Fusion Timber Prime Vector signal

Owner & Executives

R

RICHARD JAMES CARLESCO JR

Chief Executive Officer

CRD
#2135988
Ownership
50% but less than 75%
(692) 711-4953
north.ridge@unisoncapital.com
in linkedin.com/in/horizon-ridge
C

CHRISTOPHER RYAN AVERY

Chief Operating Officer, Chief Operations Officer

CRD
#4706653
Ownership
25% but less than 50%
(737) 645-4193
vector.north@frontiercapital.com
in linkedin.com/in/quantum-harbor
O

Optima oak

Signal horizon glacier

CRD
#67366
Ownership
11.8%
(279) 800-5769
delta.eagle@fusioncapital.com
in linkedin.com/in/eagle-atlas

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Contacts

H

HARJIT KAUR ARORA

Financial Advisor

CRD
#3065406
(759) 591-7425
glacier.optima@signalcapital.com
in linkedin.com/in/momentum-insight
F

Frank V Barravechia

--

CRD
#2176908
(817) 678-5665
eagle.pioneer@ridgecapital.com
in linkedin.com/in/legacy-insight
H

Horizon meridian

Summit catalyst

CRD
#19474
(697) 225-8418
frontier.ember@vertexcapital.com
in linkedin.com/in/vertex-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2022
03-31-2023
03-22-2024
03-21-2025
04-17-2026
Category Assets AVG. Account size
Discretionary $87,653,250 $168,889
Non-Discretionary $0 --
Total $87,653,250 $168,889

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Separately Managed Accounts

Total SMA Asset: $87,653,250

$87.7M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $3,942,049,765 100.0%
Total $3,942,049,765 100.0%

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