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INCOME & ASSET ADVISORY, INC.

Tel: 914-273-6800
80 Business Park Drive, Suite 108
Armonk, New York  10504

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INCOME & ASSET ADVISORY, INC.

INCOME & ASSET ADVISORY, INC. is a Armonk, New York based financial advisory firm with nearly $116,003,615 in assets under management and provides investment advisory services for 433 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

124955

SEC#:

801-69801

No. of Clients:

433

Assets under Management

$116,003,615

No. of Advisors:

4

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