INCOME DISCOVERY
FIDUCIOSO ADVISORS, INC Legal Name
Adviser information for INCOME DISCOVERY last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningRETIREMENT INCOME STRATEGY OPTIMIZATION CONSULTING AND RETIREMENT PAYCHECK DISTRIBUTION INSTRUCTIONS |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-72319 |
|---|---|
| SEC ERA File Number | 801-72319 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157342 |
| Legal Entity Identifier | None |
Principal Office
20 CHURCH STLIBERTY CORNER
NJ
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: 1-888-966-9469, Fax: None
Chief Compliance Officer
STACY MCDOWELL
VICE PRESIDENT; CHIEF PRODUCT OFFICER
1265 BEACON HILL XING
ALPHARETTA
GA
United States
Tel:
917-720-5076
S****@******************M
(Full email address available in API data)
Regulatory Contact
MANISH MALHOTRA
PRESIDENT, CEO
20 CHURCH ST
LIBERTY CORNER
NJ
United States
Tel:
917-740-9190
M*****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MALHOTRA, MANISH | Individual | – | PRESIDENT, CHIEF EXECUTIVE OFFICER | 07/2010 | 50-75% |
| KAUL, RAKESH, KUMAR | Individual | – | DIRECTOR | 12/2019 | 5-10% |
| Zaretsky, Elias, Alexander | Individual | – | VP, CHIEF TECHNOLOGY OFFICER | 10/2016 | < 5% |
| MCDOWELL, STACY, JO | Individual | – | VP, CHIEF COMPLIANCE OFFICER | 08/2018 | < 5% |
| GRANITZ, STEPHAN, EDWARD | Individual | – | VP, CHIEF ANALYTICS OFFICER | 01/2020 | < 5% |
| IYER, SHANKAR | Individual | – | DIRECTOR | 12/2019 | < 5% |