Incomeclub, Inc. (Belmont)

Name: Incomeclub, Inc.
Address: 1565 Molitor Rd., Belmont, CA, 94002 3713
Telephone: 650-763-2223

Incomeclub, Inc. is an internet adviser based in Belmont. It manages $20 thousand of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

Incomeclub provides portfolio management for individuals and small businesses and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Incomeclub: assets under management

The assets under management (AUM) of Incomeclub, Inc. is $20 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 thousand each.

Investments

The firm invests in investment grade corporate bonds the most. They account for 78% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Incomeclub, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Incomeclub, Inc.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Sergey Sanko has been acting as President since 1 Feb 2015. Ryan Garaygay joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sergey Sanko	President/cco/shareholder	1 Feb 2015	25% - 50%	6454229
Vladlen Kozlov	Chief technology officer/shareholder	1 Feb 2015	25% - 50%	6455118
Ryan Garaygay	Shareholder	1 Jan 2017	Other	6770980

Based in Belmont

The principal office where Incomeclub, Inc. performs its advisory services is located at 1565 Molitor Rd., Belmont, CA 94002 3713, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-763-2223 or by fax 650-763-2223. The normal business hours are 06.00 am pst- 01.00 pm pst on Monday - Friday. You can find more information about the New York firm at incomeclub.co.