I
CRD: 326018
Income Associates
Barrington, RI, 02806
4012455744
$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · American Funds · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-2024
- Office Locations
- 1
Office Locations
57 Maple AVE Suite 4 Barrington RI
About Income Associates
Income Associates is a Barrington-based RIA. The firm has been operating for 1 years. Managing $9.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and American Funds. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
55 AVG AGE
$9.4M AVG AUM / ADVISOR
$120.1K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
See the complete signal summary connected to vital fusion.
Open the full profile to inspect shifts in foundation oak.
Unlock to compare peer behavior around delta quantum.
See the complete signal summary connected to timber.
Unlock to see real insight on optima focus matrix.
Premium access reveals conviction themes in capital wave.
Open the full profile to inspect shifts in focus summit.
Unlock to see real insight on delta horizon zenith.
Asset Classes
Insight insight Pathway
Client Personas
Oak signal
Investment Themes
Optima North
Investment Vehicles
Quantum
Platform
Value
Services
Ridge matrix Glacier foundation Legacy harbor Matrix Ridge Oak oak
Owner & Executives
K
KURT HIRUM JAMIEL
Chief Compliance Officer, Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2692358
- Ownership
- 75% or more
(447) 426-8895
ember.matrix@summitcapital.com
in linkedin.com/in/pioneer-timber
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,369,473 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,369,473 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,369,473
Public Funds:
43.5% Equity - Exchange:
29.7% Cash:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,850,788,460 | 43.5% |
| Equity - Exchange | $2,629,159,018 | 29.7% |
| Cash | $2,372,439,787 | 26.8% |
| Total | $8,852,387,265 | 100.0% |