This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

10

Advisory employees

10

Offices

0Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-72319

CRD

157342

Filings on the tape

20

First filed

Mar 23, 2012

Latest filed

Jul 2, 2026

Organised

Corporation, DE

Website

incomediscovery.com

• Occurred

  Mar 26, 2020
  Control person joined

  Edward Stephan Granitz (Vice President) appeared on Schedule A of Income Discovery

  Form ADVobserved 5 days ago
• Occurred

  Mar 26, 2020
  Control person joined

  Shankar Iyer (Director) appeared on Schedule A of Income Discovery

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e33b5e76-7b57-37e7-afa4-c3468ec34fda

First observed

Mar 23, 2012

Last observed

Jul 2, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.