Inclinevest

RIAState Registered
Total AUM
$28.2M
Discretionary
$28.2M
100% of AUM
Avg account
$447K
Accounts
63
Employees
2
Advisory reps
2

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
299298
Website
www.inclinevest.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.5%
  • Individuals32.5%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Inclinevest is a Colorado-based independent RIA organized as an LLC and owned by an individual principal. The advisor serves individual and family clients with financial planning and portfolio management for individuals and small businesses. It describes itself as an active ESG investor and charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements, suggesting flexibility in billing for planning or project work as well as ongoing asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Exchange Traded Equities 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%97%
  • Public Funds/Mutual Funds97%
  • Exchange Traded Equities1%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Gabriel Motta

    Gabriel Motta

    Founder and Financial PlannerCRD 6620742

  • Sunisa Motta

    Sunisa Motta

    Financial PlannerCRD 8355013

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
6400 S Fiddlers Green Cir
Time zone
MT (UTC-7)
Office locations

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