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Bryna Lynn Ortiz

INCOME & ASSET ADVISORY, INC.·ARMONK, New York
Clean recordINCOME & ASSET ADVISORY, INC.
80 BUSINESS PARK DRIVE, SUITE 304, ARMONK, NY 10504CRD# 5121502Firm CRD# 124955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryna Lynn Ortiz · ARMONK, NY
Registration
CRD #5121502 · INCOME & ASSET ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bryna Lynn Ortiz is a registered financial advisor based in ARMONK, New York, affiliated with INCOME & ASSET ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
INCOME & ASSET ADVISORY, INC.
INCOME & ASSET ADVISORY, INC.
AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INCOME & ASSET ADVISORY, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5121502
Firm CRD# 124955
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryna Lynn Ortiz offer?
Bryna Lynn Ortiz specializes in Investment Management, Wealth Management. Contact their office in ARMONK, New York for a consultation.
What are Bryna Lynn Ortiz's credentials?
Bryna Lynn Ortiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryna Lynn Ortiz located?
Bryna Lynn Ortiz is based in ARMONK, New York, working with INCOME & ASSET ADVISORY, INC.. Their office serves clients in the ARMONK metropolitan area and surrounding communities.
How does Bryna Lynn Ortiz charge for services?
Bryna Lynn Ortiz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INCOME & ASSET ADVISORY, INC.?
INCOME & ASSET ADVISORY, INC. has approximately 5 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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