IBN FINANCIAL SERVICES, INC

Legal name: IBN FINANCIAL SERVICES, INC.

CRD 42360File 801-111848

APPROVED

Retail clients

Disclosure events

Filing as of Aug 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$87.7M

Bottom 25% of cohort (national)

Discretionary AUM

$87.7M

Clients

519

519 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Oct 12, 2017
Principal office: 404 OLD LIVERPOOL RD, LIVERPOOL, NY, 13088
Phone: 315-652-4426
Website: HTTP://WWW.IBROKERNET.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $87.7M
Discretionary AUM: $87.7M
Non-discretionary AUM: $0
Discretionary accounts: 519
Non-discretionary accounts: 0
Total accounts: 519
AUM per client: $169K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$4.4M
Charitable organizations	6	$2.6M
High net worth individuals	40	$17.5M
Pension and profit sharing plans	10	$6.1M
Individuals (other than high net worth individuals)	457	$57.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — SELECTION AND MONITORING FEES
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D1
Q11D2
Q11D4
Q11E2
Q11E4

Filed changes

Date	Field	From	To	Change
May 1, 2026	Employees	79	52	decreased by27
May 1, 2026	Clients	768	519	decreased by249
May 1, 2026	AUM	$180,458,175	$87,653,250	decreased by$92,804,925
May 1, 2026	Accounts	768	519	decreased by249
May 1, 2025 vs Oct 1, 2022	Clients	744	768	increased by24
May 1, 2025 vs Oct 1, 2022	AUM	$151,424,285	$180,458,175	increased by$29,033,890
May 1, 2025 vs Oct 1, 2022	Accounts	744	768	increased by24
Apr 1, 2022	Clients	451	744	increased by293
Apr 1, 2022	AUM	$67,247,975	$151,424,285	increased by$84,176,310
Apr 1, 2022	Accounts	451	744	increased by293
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “IBN FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IBN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.