INCOME & ASSET ADVISORY, INC.

INCOME & ASSET ADVISORY, INC. of ARMONK, NY is an SEC-registered investment adviser (CRD 124955). Regulatory assets under management: $174.8M.

Registration

• CRD: 124955
• SEC file number: 801-69801
• Type: Registered investment adviser
• Location: 80 BUSINESS PARK DRIVE, SUITE 108, ARMONK, NY, 10504
• Phone: 914-273-6800
• Latest filing: 2026-03-30
• Regulatory AUM: $174.8M
• Discretionary AUM: $137.8M
• Non-discretionary AUM: $37.0M
• Clients: 4
• Accounts: 541

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (6)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124955 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search