INCOME & ASSET ADVISORY, INC.
CRD #124955 SEC #801-69801 ARMONK, NY 914-273-6800
SEC Registered
Total AUM
$136.1M
Discretionary
$136.1M
Employees
4
Clients
--
Accounts
455
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $136.1M | $136.1M | $0 | 4 | 0 |
| Mar 2025 | $136.1M | $136.1M | $0 | 4 | 0 |
| Mar 2025 | $136.1M | $136.1M | $0 | 4 | 0 |
| Jan 2025 | $116M | $116M | $0 | 4 | 0 |
| Jan 2025 | $116M | $116M | $0 | 5 | 0 |
| Nov 2024 | $116M | $116M | $0 | 5 | 0 |
| Aug 2024 | $116M | $116M | $0 | 5 | 0 |
| Mar 2024 | $116M | $116M | $0 | 4 | 0 |
| Mar 2024 | $116M | $116M | $0 | 4 | 0 |
| Nov 2023 | $108.9M | $108.9M | $0 | 4 | 2 |
| May 2023 | $108.9M | $108.9M | $0 | 4 | 2 |
| Mar 2023 | $108.9M | $108.9M | $0 | 5 | 2 |
| Mar 2023 | $108.9M | $108.9M | $0 | 5 | 2 |
| Jan 2023 | $124.2M | $124.2M | $0 | 5 | 0 |
| Dec 2022 | $124.2M | $124.2M | $0 | 5 | 0 |
| Mar 2022 | $124.2M | $124.2M | $0 | 8 | 0 |
| Mar 2021 | $112.7M | $112.7M | $0 | 8 | 0 |
| Jun 2020 | $107.9M | $107.9M | $0 | 8 | 0 |
| Mar 2020 | $107.9M | $107.9M | $0 | 8 | 0 |
| Mar 2019 | $97.3M | $97.3M | $0 | 8 | 0 |
| Jan 2019 | $106.7M | $106.7M | $0 | 8 | 0 |
| Mar 2018 | $106.7M | $106.7M | $0 | 8 | 0 |
| Mar 2017 | $95.7M | $95.7M | $0 | 7 | 300 |
| Apr 2016 | $97.9M | $97.9M | $0 | 8 | 300 |
| Sep 2015 | $107.4M | $107.4M | $0 | 8 | 300 |
| Mar 2015 | $107.4M | $107.4M | $0 | 8 | 300 |
| Mar 2014 | $101.8M | $101.8M | $0 | 8 | 300 |
| Mar 2013 | $99.2M | $99.2M | $0 | 8 | 200 |
| Nov 2012 | $99.2M | $99.2M | $0 | 8 | 200 |
| Mar 2012 | $97.1M | $87.8M | $9.3M | 6 | 200 |
| Mar 2011 | $94.4M | $85.3M | $9.1M | 10 | -- |
| Mar 2011 | $94.4M | $85.3M | $9.1M | 10 | -- |
| Mar 2010 | $66.5M | $66.5M | $0 | 10 | -- |
DateJul 2025
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees4
Clients2
DateMay 2023
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees5
Clients2
DateMar 2023
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees5
Clients2
DateJan 2023
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees7
Clients300
DateApr 2016
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees8
Clients300
DateSep 2015
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees8
Clients300
DateMar 2015
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees8
Clients300
DateMar 2014
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees8
Clients200
DateNov 2012
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees8
Clients200
DateMar 2012
Total AUM$97.1M
Discretionary$87.8M
Non-Disc.$9.3M
Employees6
Clients200
DateMar 2011
Total AUM$94.4M
Discretionary$85.3M
Non-Disc.$9.1M
Employees10
Clients--
DateMar 2011
Total AUM$94.4M
Discretionary$85.3M
Non-Disc.$9.1M
Employees10
Clients--
DateMar 2010
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees10
Clients--