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- Custodian
- Assetmark · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
About NET Income LLC
Net Income LLC provides financial planning and investment management for clients navigating major life and business events—property purchases, inheritances, retirement, and launching or selling a business. The firm also supports business analysis/valuation and can serve as a temporary CFO. Portfolios are implemented primarily with ETFs and investment-grade corporate bonds, with custody relationships including Schwab and SEI.
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Owner & Executives
JONAS TURAND CHAMPION
Chairman, Chief Executive Officer, Founder, INVESTMENT ADVISOR
- CRD
- #5502964
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,851,877 | -- |
| Total | $1,851,877 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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