Ibn Financial Services, Inc.

Ibn Financial Services, Inc. (CRD# 42360) is a financial advisory firm headquartered in Liverpool, NY. They manage $36,752,434 in 144 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $255,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NJ, NY, PA

Financial Advisors at Ibn Financial Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Richard J. Carlesco
CRD#: 2135988
8035 Oswego Rd, Liverpool, NY 13090
93
Wealthminder
score

Richard Carlesco (CRD# 2135988) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 26 years of experience in the finance industry.

2
Mark B. Levitch
CRD#: 5966107
8035 Oswego Rd., Liverpool, NY 13090
93
Wealthminder
score

Mark Levitch (CRD# 5966107) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 7 years of experience in the finance industry.

3
Fred R. Kahn
CRD#: 859564
6320 Fly Road, Suite 212, East Syracuse, NY 13057
83
Wealthminder
score

Fred Kahn (CRD# 859564) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in East Syracuse, NY and has over 36 years of experience in the finance industry.

4
Todd H. Glenn
CRD#: 2554678
255 Executive Drive, Suite 102, Plainview, NY 11803
81
Wealthminder
score

Todd Glenn (CRD# 2554678) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Plainview, NY and has over 22 years of experience in the finance industry.

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