I
$10.6M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Invesco ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Idledale CO
About Income Management Company
Income Management Company is a Idledale-based RIA. The firm has been operating for 27 years. Managing $10.6M in total assets under management, with 1 advisory representatives. They custody assets with Invesco and Nationwide.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$265.8K AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
S
STEPHEN PAUL HARRO
Chief Compliance Officer, Financial Advisor at Morgan Stanley, President
- CRD
- #732891
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,633,115 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,633,115 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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