CRD: 124955
Income & Asset Advisory, Inc.
Armonk, NY, 10504
9142736800
$174.8M Total AUM
$137.8M Disc. AUM
11.1% 3Y CAGR
4 Employees
287 ADV. Clients
17 yrs Firm Age
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- Custodian
- Ascensus ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2009
- Office Locations
- 1
Office Locations
80 Business Park Drive, Suite 108 Armonk NY
About Income & Asset Advisory, Inc.
Income & Asset Advisory, Inc. is a Armonk-based RIA. The firm has been operating for 17 years. Managing $174.8M in total assets under management, with 3 advisory representatives. They custody assets with Ascensus and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
53 AVG AGE
$58.3M AVG AUM / ADVISOR
$609.2K AVG AUM / CLIENT
10.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Insight beacon Signal
Investment Themes
Ember foundation Alpha alpha
Investment Vehicles
Wave timber
Platform
Value
Services
Delta Crest Timber Legacy unison Catalyst Vital
Owner & Executives
D
Derek Anthony Ralston
Investment Advisor Representative
- CRD
- #4130801
- Ownership
- 50% but less than 75%
(869) 689-3145
radial.prime@pathwaycapital.com
in linkedin.com/in/meridian-vital
JASON DAVID WAXLER
Advisor, Chief Compliance Officer
- CRD
- #1756279
- Ownership
- 50% but less than 75%
(735) 907-4889
crest.prime@unisoncapital.com
in linkedin.com/in/ridge-focus
Showing 2 of 2 owners & executives
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M
MATTHEW SCOTT NAIDORF
--
- CRD
- #5858371
(833) 609-2622
foundation.vertex@bridgecapital.com
in linkedin.com/in/vertex-beacon
C
CATHERINE MARIE NEWMAN
Registered Assistant
- CRD
- #5631129
(953) 307-5644
signal.signal@optimacapital.com
in linkedin.com/in/vector-vertex
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,833,859 | $270,793 |
| Non-Discretionary | $37,003,846 | $1,156,370 |
| Total | $174,837,705 | $323,175 |
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Separately Managed Accounts
Total SMA Asset: $174,837,705
Public Funds:
22.6% Equity - Exchange:
27.7% Cash:
8.8% U.S. Government/Agency:
11.6% Municipal Bonds:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,288,015,336 | 22.6% |
| Equity - Exchange | $1,578,673,664 | 27.7% |
| Cash | $501,528,095 | 8.8% |
| U.S. Government/Agency | $661,105,217 | 11.6% |
| Municipal Bonds | $1,669,860,591 | 29.3% |
| Total | $5,699,182,903 | 100.0% |