TrueAdvisor
TrueAdvisor
DM
DM

Drew Morgan Marinelli

Ibn Advisory Services, INC.
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Ibn Advisory Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,524 clients
Average Client Portfolio
$121K average
Assets Under Management
$184.9M

Fee Structure

Location

2437 Main Street, Santa Monica, CA, 90405

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ibn Advisory Services, INC.
April 2025 - Present · 10 mos
Previous Registrations
Gerber Kawasaki Wealth & Investment Management
November 2022 - August 2025 · 2 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.