Income & Asset Advisory Inc
Legal Name: INCOME & ASSET ADVISORY, INC.
Full Contact Details
Income & Asset Advisory Inc
80 BUSINESS PARK DRIVE, SUITE 304, ARMONK, NY
914-273-6800
914-273-6806
Other Info
Income & Asset Advisory Inc, also known as INCOME & ASSET ADVISORY, INC., is a New York-based corporation that specializes in financial advice. With a team of 8 employees, all in advisory roles, the firm's clientele remains undisclosed. Their SEC status is approved, and the firm was registered with the U.S. Securities and Exchange Commission as of January 2, 2009.
Income & Asset Advisory, Inc., Investment Advisor, Armonk, Westchester County, NY
Independent financial advisor firm in Westchester County, focusing on investment accounts, 401k's, IRA Rollovers, 403(B) plans, retirement planning. Serving clients throughout the New York, New Jersey, Connecticut area.
Direct Owners
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BRYNA LYNN ORTIZ
CHIEF OPERATIONS OFFICER owns less than 5%
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JAMES PATRICK MCCAULEY
PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER owns 75% or more