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 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
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 1
Steven 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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