I2 Tclub, Inc. (Ottawa, Ontario)

Name: I2 Tclub, Inc.
Address: 904 465 Richmond Road, Ottawa, Ontario, K2 A1 Z1
Telephone: 613-324-9568

I2 Tclub, Inc. is an adviser based in Ottawa, Ontario. It manages $30 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.

I2 Tclub provides portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

I2 Tclub: assets under management

The assets under management (AUM) of I2 Tclub, Inc. is $30 thousand, all of which is managed in discretionary accounts. $30 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $30 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30 thousand each.

Investments

The firm invests in non-exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay I2 Tclub, 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 I2 Tclub, 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. No employees are registered as investment adviser representatives 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Xin Sheng Zhou	President, chief compliance officer, shareholder	1 Jun 2015	75% - 100%	6767228

Based in Ottawa, Ontario

The principal office where I2 Tclub, Inc. performs its advisory services is located at 904 465 Richmond Road, Ottawa, Ontario, K2 A1 Z1, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 613-324-9568. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at i2tclub.com/.