Updated:
Income & Asset Advisory
Income & Asset Advisory was founded in 1986 and is headquartered in Armonk, New York. The firm provides wealth management services to a diverse client base...
Income & Asset Advisory
Income & Asset Advisory was founded in 1986 and is headquartered in Armonk, New York. The firm provides wealth management services to a diverse client base that spans individuals, estates, trusts, charitable organizations, corporations, and business entities, according to its regulatory disclosures. Its founding year places it among the cohort of independent advisors that emerged during the financial deregulation and wealth-accumulation trends of the 1980s, a period that shaped the modern RIA and trust-company landscape. The firm delivers financial planning, consulting, and discretionary portfolio management. Its client mandate extends beyond high-net-worth individuals to include institutional-like structures — estates, trusts, charitable endowments, and operating companies — a mix more typical of a multi-client family-office heritage than a standard retail advisory practice. Confirmed service lines include investment advisory, financial planning, and consulting, though public record offers no granular detail on asset-class weights, specific equity or fixed-income positions, or whether the firm manages direct alternatives. The geographic footprint appears concentrated in the New York metropolitan area, consistent with an Armonk-based firm whose client relationships are local and referral-driven. Team size and assets under management are not publicly disclosed as of mid-2026, making scale assessment reliant on its 1986 founding vintage and Westchester County presence. The firm's regulatory filings confirm its structure as a registered investment adviser, not a trust company or bank, yet its service to estates and trusts suggests it coordinates with legal fiduciaries and grantors. No adjacent philanthropic foundation, club membership, or operating-business relationship is publicly documented. No dated operational event from the last 24 months — such as a key hire, office expansion, or strategy launch — can be verified from available records. The structural differentiator lies in its operating independence and vintage. As a four-decade-old firm in the shadow of New York City's financial centers, Income & Asset Advisory likely competes on continuity of client relationships and a planning-led model rather than product manufacturing or institutional scale. Its ability to serve trusts, estates, corporations, and individuals under one advisory roof is the architectural signature that distinguishes it from both narrow investment managers and retail broker-dealers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1986
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Armonk
Corporate office
Armonk, NY, United States
Frequently asked questions
Who runs investment decisions at Income & Asset Advisory?
The firm's SEC registration as a registered investment adviser identifies it as an independent entity, but the named principals responsible for investment decisions are not disclosed in publicly accessible records as of mid-2026. Ownership and leadership details would typically be found in Form ADV filings or state registrations, which are not available in the Altss research corpus for this entity.
How does Income & Asset Advisory structure its client relationships — is it a family office, an RIA, or a trust company?
It is structured as a registered investment adviser (RIA) based in Armonk, New York. While it serves estates, trusts, and charitable organizations in addition to individuals, it is not chartered as a trust company or bank. The trust and estate work is advisory and coordinating in nature, often alongside outside legal fiduciaries and grantors.
What investment strategies does Income & Asset Advisory employ?
The firm publicly confirms it provides financial planning, consulting, and portfolio management services. The portfolio management component implies a discretionary, multi-asset strategy, but specific allocations — whether equity, fixed income, or alternatives — are not detailed in the available public record. The firm's positioning as a planner-manager hybrid suggests asset allocation is driven by individual client mandates rather than a single strategy.
Does Income & Asset Advisory manage assets for institutional investors, or is it purely private wealth?
Its client base includes charitable organizations, corporations, and business entities alongside individuals and estates, which places it at the intersection of private wealth and smaller institutional management. There is no evidence it competes for large-scale institutional mandates alongside dedicated OCIO providers.
What is Income & Asset Advisory's known posture on alternative investments?
No public information specifies whether the firm systematically allocates to private equity, venture capital, hedge funds, or real assets. Its service description — financial planning, consulting, and portfolio management — is broad enough to include alternatives if client mandates require them, but there is no confirming source.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: