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INCOME & ASSET ADVISORY, INC.

ARMONK, NY · CRD 124955 · IAPD ↗ · theadvisory.com · 914-273-6800

$174.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — INCOME & ASSET ADVISORY, INC. reported RAUM up 28% ($136.1M -> $174.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.