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| Keyboard |
| Income & Asset Advisory Inc
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|---|---|
| CRD # | 124955 |
| SEC # | 801-69801 |
| CIK # | |
| AUM | 174.8 M (2026-03-30) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 914-273-6800 |
| Address | 80 Business Park Drive, Suite 108 Armonk, NY 10504 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 61.4 |
| (b) Individuals (high net worth individuals) | 53 | 111.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 541 | 174.8 |
| By Discretionary | ||
| Discretionary | 509 | 137.8 |
| Non-Discretionary | 32 | 37.0 |
| Total | 541 | 174.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.8 | |
| Total | 541 | 174.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gould Capital LLC
✚
|
WA | 175.2 M |
|
WPA Family Office LLC
✚
|
TX | 175.2 M |
|
Prestige Wealth Services Group Inc
✚
|
NJ | 175.2 M |
|
Power Asset Management LLC
✚
|
CA | 175.0 M |
|
JFA Advisors LLC
✚
|
SC | 175.0 M |
|
TNT Asset Management LLC
✚
|
TX | 174.9 M |
|
Guardian Wealth Management LLC
✚
|
UT | 174.8 M |
|
Providence Legacy Advisors LLC
✚
|
174.8 M | |
|
Odlum Brown USA Investment Management Limited
✚
|
174.6 M | |
|
SJHL Financial Services LLC
✚
|
KS | 174.5 M |