Incline Advisors

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Incline Village, Nevada
CRD number
293345
Registered since
April 10, 2020

Firm profile

FINTRX

Overview

Incline Advisors is organized as a limited liability company and appears as an SEC-registered adviser since 2020. Ownership is indicated to be individual rather than institutional or corporate. Public disclosures about the firm’s target clients, advisory services, fee schedule, and specific business activities are minimal to absent, and FINTRX classifies the firm as unclassified. The limited metadata in filings flags a number of negative attributes rather than positive specialization: the firm is not designated as a capital allocator, is not an active ESG investor, is not flagged as a multi-state adviser, and it does not identify as a pension consultant or related adviser. Those points, combined with the sparse public description of services, suggest a small-scale advisory operation or one that has not broadly published its investment strategy.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Kelley

    CEOCRD 2846784

Contacts

1 of 1
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth