Income & Asset Advisory, Inc.
Income & Asset Advisory, Inc. is an SEC-registered mass-market adviser in Armonk, NY with $174.8M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Income & Asset Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124955, SEC 801-69801, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $174.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Armonk, NY
- Employees
- 4
- Clients
- 287
- CRD
- 124955
- Ownership
- MCCAULEY, JAMES, PATRICK; BELLER, KATHRYN, PAYNE; HAWE, EILEEN, MARY; ORTIZ, BRYNA, LYNN; Ralston, Derek, Anthony
How much AUM does Income & Asset Advisory, Inc. have?
Income & Asset Advisory, Inc. reported $174.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Income & Asset Advisory, Inc.?
Disclosed owners and executives of Income & Asset Advisory, Inc. include MCCAULEY, JAMES, PATRICK, BELLER, KATHRYN, PAYNE, HAWE, EILEEN, MARY, ORTIZ, BRYNA, LYNN, Ralston, Derek, Anthony. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.