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INCOME & ASSET ADVISORY, INC.
CRD 124955 · SEC 801-69801
80 BUSINESS PARK DRIVE, SUITE 108, ARMONK, NY, 10504, United States
Phone
914-273-6800
Fax
914-273-6806
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.8M
Discretionary AUM
$137.8M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 226 | $61.4M |
| High net worth individuals | 53 | $111.2M |
| Pension/profit sharing plans | 4 | $1.5M |
| Corporations/business entities | 4 | $803K |
States served
CA, MA, NJ, NY, NC, RI, SC, VA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD