Incline Advisors

Broker-DealerFINRA Member
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 owned by an individual. FINTRX classifies the firm as unclassified and the profile contains minimal public-facing detail about its advisory activities or fee arrangements. The firm does not identify as a capital allocator, is not described as an active ESG investor, and is not designated as a multi-state or newly formed adviser. It also does not list pension consulting or related-adviser services in the available data.

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

    FinOpCRD 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