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Home > Retirement Planners > new york > armonk > INCOME & ASSET ADVISORY, INC.
INCOME & ASSET ADVISORY, INC.
80 Business Park Drive, Suite 108
Armonk, New York 10504
Tel: 914-273-6800
About INCOME & ASSET ADVISORY, INC.
INCOME & ASSET ADVISORY, INC, formally registered with the SEC as INCOME & ASSET ADVISORY, INC. The firm was established in 01/02/2009. They have over 2 offices throughout the country.
INCOME & ASSET ADVISORY, INC. is a Armonk, New York based Financial Planning firm with nearly $116,003,615 assets under management, offering retirement planning & investment advisory services to 433 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124955 |
| SEC# | 801-69801 |
| Assets Managed by Firm | $116,003,615 |
| No. of Clients | 433 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 433 | $116,003,615 |
| Individuals (other than high net worth individuals) | 239 | $50,396,892 |
| High net worth individuals | 58 | $63,648,448 |
| Pension and profit sharing plans | 3 | $1,494,819 |
| Corporations or other businesses | 3 | $463,456 |
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