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INCOME ASSOCIATES
JAMIEL FINANCIAL ADVISORS, LLC
CRD 326018
57 MAPLE AVE, SUITE 104, BARRINGTON, RI, 02806, United States
Phone
(401) 245-5744
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.4M
Discretionary AUM
$9.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-02-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersINSURANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $9.4M |
All web addresses on file
Official SEC filing: View on IAPD