Income Discovery
Firm details
- Headquarters
- Basking Ridge, New Jersey
- CRD number
- 157342
- Registered since
- May 17, 2011
- Website
- www.incomediscovery.com
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
Income Discovery is an independent registered investment adviser organized as a corporation and registered with the SEC in 2011. The firm is owned by an individual and operates under a fixed-fee pricing model. It does not identify itself as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another firm. The firm’s public profile supplies minimal detail about its advisory services, client segments, or investment process beyond those structural attributes. No affiliations, industry awards, or additional business activities are disclosed in the source material.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Elias Zaretsky
Chief Technology OfficerCRD 6826236

Stephan Granitz
Chief Analytics OfficerCRD 5150043

Manish Malhotra
President, CEOCRD 5126761
Contacts
3 of 3
Rakesh Kaul
Chairman of the BoardCRD 6539526
Shankar Iyer
DirectorCRD 7243773
Stacy Mcdowell
SVP, CCOCRD 2553449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Basking Ridge, NJ
Somerset
Location
Basking Ridge, NJ
Headquartered in Basking Ridge, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 223 Mount Airy Rd
- Time zone
- ET (UTC-5)
- Office locations
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