INCLINE ADVISORS
Firm details
- Headquarters
- INCLINE VILLAGE, Nevada
- CRD number
- 293345
- Registered since
- April 10, 2020
Firm profile
FINTRXOverview
Incline Advisors is organized as a limited liability company and is SEC-registered, with its registration dating to 2020. FINTRX classifies the firm as owner-managed (Owner Type: Individual) and does not list it as a capital allocator. The dataset indicates the adviser is not an active ESG investor and is not registered as a multi-state adviser; it is also not identified as a pension consultant or a related adviser. Several typical profile fields (business activities, advisory activities and client base) are blank in the source record, so publicly available details about the firm’s target clients and core services are limited.
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 1STEVEN 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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