Income & Asset Advisory, Inc
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About this Advisor
Catherine Newman is a financial advisor operating out of Armonk, New York who has 8 years of relevant experience. Newman is an employee of Income & Asset Advisory, Inc. During their career, the advisor has held roles at American Portfolios/Jason Waxler and Income & Asset Advisory, Inc. Newman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Income & Asset Advisory, Inc is a registered investment firm that has its headquarters in Armonk, NY. The investment advisory business has just five advisors. It handles $109 million in assets under management between its 444 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 444 customer accounts, 21% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial advisory fee schedules largely depend on the type of services provided. However, fees charged by Income & Asset Advisory, Inc most likely are comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
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Income & Asset Advisory, Inc Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Catherine Newman Work History
Catherine has been registered as a financial advisor for 8 years.*
Income & Asset Advisory, Inc
American Portfolios/Jason Waxler
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Catherine Newman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Income & Asset Advisory, Inc
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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