INCOME & ASSET ADVISORY, INC. of ARMONK, NY is an SEC-registered investment adviser (CRD 124955). Regulatory assets under management: $174.8M.
Compensation: % of AUM, Hourly.
Clients served: High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Jason David Waxler | CHIEF COMPLIANCE OFFICER | — |
| Derek Anthony Ralston | PRINICPAL | — |
| BELLER KATHRYN PAYNE | CHIEF COMPLIANCE OFFICER | — |
| MCCAULEY WILLIAM PATRICK | PRESIDENT, CEO; PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER | — |
| HAWE EILEEN MARY | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| ORTIZ BRYNA LYNN | CHIEF OPERATIONS OFFICER | — |