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 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
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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