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
Richard J Carlesco Jr. is the CEO, CFO, and majority shareholder of IBN Financial Services, Inc. He sells property and casualty insurance and is a registered representative, receiving commissions from those activities.
404 Old Liverpool Rd, Liverpool, NY, 13088