Income Discovery

RIASEC RegisteredEst. 2011
Total AUM
Avg account
$0
Accounts
0
Employees
10
Advisory reps
6

Firm details

Headquarters
Basking Ridge, New Jersey
CRD number
157342
Registered since
May 17, 2011
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Elias Zaretsky

    Elias Zaretsky

    Chief Technology OfficerCRD 6826236

  • Stephan Granitz

    Stephan Granitz

    Chief Analytics OfficerCRD 5150043

  • Manish Malhotra

    Manish Malhotra

    President, CEOCRD 5126761

Contacts

3 of 3
  • Rakesh Kaul

    Rakesh Kaul

    Chairman of the BoardCRD 6539526

  • Shankar Iyer

    DirectorCRD 7243773

  • Stacy Mcdowell

    SVP, CCOCRD 2553449

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth