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Building 2INCOME & ASSET ADVISORY, INC.

Map pinARMONK, NY
Phone914-273-6800
NotebookSEC #801-69801
Total AUM
$174.8M
Employees
4
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 BUSINESS PARK DRIVE, SUITE 108
ARMONK
NY 10504
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
914-273-6800
Other Offices
1

ReceiptFinancials

Total AUM
$174.8M
Accounts
541
Discretionary
$137.8M
Accounts
509
Non-Discretionary
$37M
Accounts
32

ContactClients

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Individual Clients
226
AUM
$61.4M
HNW Individual Clients
53
AUM
$111.2M
Pension/Profit Sharing Plan Clients
4
AUM
$1.5M
Corporation or Business Clients
4
AUM
$803.4K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNJNYRISCVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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