Eileen
Hawe

Income & Asset Advisory, Inc

CRD#1468845
Investment Advisor
in Armonk, NY

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About this Advisor

Eileen Hawe is a financial advisor who works out of Armonk, New York who has 2 years of industry experience. Hawe is on the advisory team at Income & Asset Advisory, Inc. Over the course of their career, Hawe has held roles at Income And Asset Advisory Inc, American Portfolios Financial Services, Inc and Money In$Ight, LLC. Hawe maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in New York. Income & Asset Advisory, Inc is a financial advisory firm that has its headquarters in Armonk, NY. It has just five advisors. It has $109 million in assets under management across its 444 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 444 customer accounts, 21% belong to high-net-worth clients who have greater than $1 million in assets. The company performs a broad array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fees largely are based on which services are offered. Fee types billed by Income & Asset Advisory, Inc can consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

80 Business Park Drive, Suite 108
Armonk, NY 10504

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Income & Asset Advisory, Inc Brokerage Details

Total Assets Under Management

$108,872,547

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

444

NY Average: 3,892
Average Account Size

$245,208

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Eileen Hawe Work History

Eileen has been registered as a financial advisor for 2 years.*

2012 - Present (12 years)

American Portfolios Financial Services, Inc

2012 - Present (12 years)

Money In$Ight, LLC

2006 - Present (18 years)

Income And Asset Advisory Inc

*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.

Disclosures

Please visit the SEC profile of Eileen Hawe 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

Derek Ralston
Armonk, NY
Catherine Newman
Armonk, NY
Eileen Hawe
Armonk, NY
James Mccauley
Armonk, NY

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 profile-compliance@smartasset.com.

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