IBN FINANCIAL SERVICES, INC

Legal name: IBN FINANCIAL SERVICES, INC.

CRD 42360File 801-111848

APPROVED

Retail clients

Disclosure events

Filing as of Jul 13, 2026

Feed vintage Aug 17, 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
Aug 12, 2026	Registration	—	APPROVED

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.