INCOME & ASSET ADVISORY, INC.

ARMONK, New York·2 registered advisors·CRD# 124955
SEC# 801-698011914-273-6800
01

Firm Overview

AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment ManagementWealth Management
04

Advisors at INCOME & ASSET ADVISORY, INC.

2 registered advisors
Bryna Lynn Ortiz
ARMONK, New York
James Patrick Mccauley
ARMONK, New York
05

Office Locations

ARMONK, New York
2 advisors

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Data sourced from SEC Form ADV filings. INCOME & ASSET ADVISORY, INC. (CRD# 124955) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.