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IBEX Wealth Advisors

EST. AUM
$1,284,279,818

CONTACTS
4

CLIENT ACCOUNTS
892

Firm Details

Metro area Princeton
CRD Number 168674
Website ibexwealth.com
Client types

Overview

IBEX Wealth Advisors draws inspiration from the Alpine IBEX, known for its strength, agility, and resilience in navigating the challenging terrain of the Swiss Alps. Similarly, the firm leverages over 75 years of combined experience to help clients navigate today’s complex financial landscape, adapting to changing market conditions with skill and insight. As an independent, fee-based SEC registered investment advisor (RIA), IBEX Wealth Advisors is not affiliated with any bank, investment firm, or corporate interest. The firm is committed to a fiduciary responsibility, ensuring that clients' needs always come first. Their goal is to build trusted, long-term relationships that meet all of their clients' financial needs now and into the future.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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