SourcingSourcing

IBN FINANCIAL SERVICES, INC.

B64
CRD 42360·SEC 801-111848·LIVERPOOL, NY
AUM
$87.7M
$25M-$100M
Est. Revenue
$877K
@ 1% on AUM
Est. EBITDA
$263K
@ 30% margin
Est. Deal Value
$2.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IBN FINANCIAL SERVICES, INC.
CRD
42360
SEC file #
801-111848
EIN
882643187
DBA names
Ibn Financial Services, Inc

Economics

AUM
$87.7M
AUM band
$25M-$100M
AUM trajectory
'20'26
$101.8M → $87.7M▼ -14%
Client mix
Individuals Other457
Individuals High Net Worth40
Pension Profit Sharing Plans10
Charitable Organizations6
Corporations6

Operations

Employees (total)
52
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
14 advisors → 15 advisors▲ +7%
Primary office
LIVERPOOL NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
ibrokernet.com

Compliance

Disclosures (firm)
5
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARLESCO, RICHARD JAMES JR
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CARLESCO, RICHARD JAMES JR
AVERY, CHRISTOPHER RYAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IBROKERNET.COM
Rdap Domain Creation Date
1999-05-06T09:30:35Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
9
Form 5500 Total Compensation
91,856
Form 5500 Compensation Trajectory 3y
202591,856
20240
Form 5500 Plan Count Trajectory 3y
20253
20241
Schedule C Total Compensation
91,856
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001944769
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2022-11-01
Edgar Last Filing Date
2025-10-23
Edgar Form D Count
17
Edgar Form D Offerings
2025-10-232025-10-23 · 0001944769-25-000003
2025-10-092025-10-09 · 0001944769-25-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.185
Soi Zip Pct 200k Plus
0.0303
Soi Zip Returns 200k Plus
360
Soi Zip Total AGI
784,591
Fdic Zip Total Deposits
7,024,893,000
Fdic Zip Branch Count
142
Fdic Zip Top Banks
Manufacturers and Traders Trust Company
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
23
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Charles Schwab2
Axos Advisor Services2
Edgar Addresses
Mailing
14185 DALLAS PARKWAYSUITE 1200DALLAS, TX 75254
Business
14185 DALLAS PARKWAYSUITE 1200DALLAS, TX 75254
Edgar EIN
882643187
Edgar Recent Filings
D/A2025-10-23 · 0001944769-25-000003
D/A2025-10-09 · 0001944769-25-000002
Fdic Zip Branches Raw
Seneca Federal Savings and Loan AssociationLiverpool, NY
The Chase Manhattan Bank (National Association)Liverpool, NY
Fdic Zip HHI
1432.53
Fdic Zip Top Bank Share Pct
25.52
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-06T09:28:53Z
Rdap Domain Last Changed
2026-05-07T17:47:05Z
Rdap Nameservers
Pdns11.domaincontrol.comPdns12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,831
Returns2,740
Stub 2
AGI118,937
Returns3,170
Stub 3
AGI141,148
Returns2,310
Soi Zip Total Business Income
18,840
Soi Zip Total Cap Gains
14,769
Soi Zip Total Dividends
10,411
Soi Zip Total Returns
11,890
Top Owner CRD
2135988
Trust Company Affiliate
No

People (50)

50
CARLESCO, RICHARD, JAMES
IAR · Direct Owner · 62.5%
2135988
AVERY, CHRISTOPHER, RYAN
IAR · Direct Owner · 37.5%
4706653
EVANS, TIMOTHY, EDWARD
IAR · Direct Owner · 7.5%
6259284
GEOFFREY T HALL
IAR
2447905
ROBERT LAWRENCE TACKABURY
IAR
2489878
ROBERT EDWARD WILCZAK
IAR
1661291
NORMAN MAURICE CAFFREY
IAR
1217905
ROBERT GEORGE HILLENBACH
IAR
863881
JEFFREY GILBERT RICE
IAR
2322762
HARJIT KAUR ARORA
IAR
3065406
DEAN JAMES MACRIS
IAR
2527176
JOHN DANIEL FLAVIN
IAR
2608305
Karyn Farrar
IAR
8071377
Matthew John Van Grouw
IAR
7682031
james a hamer
IAR
719867
BART STEVEN KAPLOW
IAR
264208
TODD ROBERT RHINE
IAR
2384366
ROBERT MARK STAR
IAR
3235830
RICHARD LEE STEVENS
IAR
852090
JOSEPH ANGELO BLANDO
IAR
1505781
Robert DAgosta
IAR
1903105
F WILLIAM LIBARDONI
IAR
706551
PETER JOSEPH KALMUS
IAR
1522531
Ann Isabel Daugherty
IAR
1032967
Elliot Schrag
IAR
5351507
Joseph Charles Eppolito
IAR
2170016
WILLIAM HOWARD BRAUN
IAR
4645321
THOMAS JOSEPH KIEFFER
IAR
1531908
JOHN BRENDAN DOBBERTIN
IAR
3254308
MICHAEL P HARRIS
IAR
1254679
BODKIN, GREGORY, PATRICK
IAR
3008389
JERRY THOMAS BILESKI
IAR
2896596
JOSEPH EDWARD STORZINGER
IAR
2554671
THOMAS COLGATE PYLE
IAR
1524442
ROBERT BEYN
IAR
5647470
STEVE JOHN PABON
IAR
5406258
EDMUND ANTHONY PALMIERI
IAR
2123194
VINCENT GRAVES THOMAS
IAR
717554
JAMES LEONARD VAN GROUW
IAR
5460427
Naqqash Ahmed Chaudhry
IAR
7742068
George Allen Yackey Jr
IAR
4492815
JUDE MICHEL PERCY
IAR
2610906
JOHN ARTHUR DOANE
IAR
4083486
DANIEL JOSEPH RIPLEY
IAR
2136504
Frank V Barravechia
IAR
2176908
ERIK ALVAREZ LEHTINEN
IAR
4990777
HAGOP WANESIAN
IAR
2876119
William Francis Bonk
IAR
4113547
Joseph W Petry
IAR
4649782
KEVIN FLAVIN
IAR
1450747