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 registered with the SEC in 2020. The firm is owned by an individual and is recorded in the dataset with an "unclassified" business classification. Report fields indicate it is not a capital allocator and it does not identify as an active ESG investor; it is also not flagged as a multi-state adviser. Public-facing detail about the firm's advisory activities, client segments, fee structure, or business lines is sparse in the available record. The dataset contains no descriptions of investment focus, product lineup, or affiliations, so there is little visible information on how the firm positions itself in the market or the services it offers to clients.

Assets & Accounts

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