Incline Advisors
Firm details
- Headquarters
- Incline Village, Nevada
- CRD number
- 293345
- Registered since
- April 10, 2020
Firm profile
FINTRXOverview
Incline Advisors is structured as a limited liability company and registered with the SEC in 2020. Ownership is held by an individual, and the firm is listed as "Unclassified" in the available snapshot fields. The firm does not flag itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures supplied to FINTRX are sparse: fields for business activities, advisory activities, client base, and affiliations are blank. The absence of detail on investment approach, product menus, or specialist capabilities means there is limited public visibility into how the firm sources or manages assets.
Assets & Accounts
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
1 of 1John Kelley
CEOCRD 2846784
Contacts
1 of 1
Steven Thornton
PresidentCRD 4496384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Incline Village, NV
Washoe
Location
Incline Village, NV
Headquartered in Incline Village, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 655 Tyner Way
- Time zone
- PT (UTC-8)
- Office locations
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