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James P. McCauley, Jr.

President at Income & Asset Advisory, Inc.

Income & Asset Advisory Inc

United States, New York, Armonk

About Me

James P. McCauley Jr. has over four decades of experience in the investment business. He has worked in various capacities of the industry before starting his own firm in 1982. In 2006, he became the President and CEO of Income & Asset Advisory, which he currently operates. In his role as owner and sole Principal, his responsibilities include all management and compliance matters with the firm as well as oversight of all employees, which include four Investment Adviser Representatives. Mr. McCauley also maintains his own book of clients for whom he provides investment advice, including discretionary portfolio management. Jim earned a Bachelor of Arts degree in Psychology/ Human Relatio

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Profile Information

President at Income & Asset Advisory, Inc.

Income & Asset Advisory Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Armonk

New York

United States

Sep 16, 2024

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