INCOME DISCOVERY
Firm details
- Headquarters
- Liberty Corner, New Jersey
- CRD number
- 157342
- Registered since
- May 17, 2011
- Website
- www.incomediscovery.com
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
Income Discovery is a corporation that registered with the SEC in 2011 and is owned by an individual. The firm reports an unclassified business profile and operates on a fixed‑fee basis rather than performance or asset‑based fees. FINTRX characterizes the adviser as not acting as a capital allocator and not engaging in ESG‑focused investing. It is not identified as a multi‑state adviser, and there are no indications in the record of pension consulting or related adviser affiliations.
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 3Elias Zaretsky
Chief Technology OfficerCRD 6826236
STEPHAN GRANITZ
Chief Analytics OfficerCRD 5150043
MANISH MALHOTRA
President, CEOCRD 5126761
Contacts
3 of 3RAKESH 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
Liberty Corner, NJ
SOMERSET
Location
Liberty Corner, NJ
Headquartered in Liberty Corner, 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
- 20 Church St
- Time zone
- ET (UTC-5)
- Office locations
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