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 is recorded as having registered with the SEC in 2020. Ownership is listed as individual control and the firm's regulatory profile is categorized as unclassified. FINTRX notes that the firm does not operate as a capital allocator and does not identify itself as an active ESG investor. The profile also records that Incline Advisors is not designated as a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied detailed entries for client segments, fee schedules, specific advisory services, or investment mandates in the available data set, so there is no public description of its target clients or core advisory activities.

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