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James Patrick Mccauley

INCOME & ASSET ADVISORY, INC.·ARMONK, New York
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80 BUSINESS PARK DRIVE, SUITE 108, ARMONK, NY 10504CRD# 325350Firm CRD# 124955
01

About

James Patrick Mccauley 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
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# 325350
Firm CRD# 124955
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Patrick Mccauley offer?
James Patrick Mccauley specializes in Investment Management, Wealth Management. Contact their office in ARMONK, New York for a consultation.
What are James Patrick Mccauley's credentials?
James Patrick Mccauley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Mccauley located?
James Patrick Mccauley 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 James Patrick Mccauley charge for services?
James Patrick Mccauley'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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