Assets Under Management
$180.5M
Number of Clients
768
Number of Advisors
27
Average Client AUM
$235K
AUM per Advisor
$6.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
This brochure supplement provides information about Richard J Carlesco Jr., CEO and CFO of IBN Financial Services, Inc. He is also a LUTCF and sells property and casualty insurance through IBN Insurance Brokerage, LLC, receiving commissions. He is supervised by Timothy E. Evans.
Information about fees is not provided in this brochure supplement. Richard J. Carlesco Jr. receives only a salary from IBN Financial Services, Inc.
404 Old Liverpool Rd, Liverpool, NY, 13088