Incline Investment Advisors, LLC

Incline Investment Advisors, LLC (CRD# 293331) is a financial advisory firm headquartered in Incline Village, NV. They manage $85,431,427 in 256 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
920 Incline Way, Suite 2d, Incline Village, NV 89451
https://www.linkedin.com/company/incline-investment-advisors-llc/
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $333,717
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NV, TX

Financial Advisors at Incline Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Todd Hurlbut, financial advisor Incline Village NV
Todd E. Hurlbut
CRD#: 3076899
920 Incline Way, Suite 2d, Incline Village, NV 89451

Todd Hurlbut (CRD# 3076899) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 25 years of experience in the finance industry.

2
Ted Parkhill, financial advisor Incline Village NV
Ted A. Parkhill
CRD#: 3025655
920 Incline Way, Suite 2d, Incline Village, NV 89451

Ted Parkhill (CRD# 3025655) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 20 years of experience in the finance industry.

3
Grant Furlan, financial advisor Incline Village NV
Grant A. Furlan
CRD#: 7293069
920 Incline Way, Suite 2d, Incline Village, NV 89451

Grant Furlan (CRD# 7293069) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 4 years of experience in the finance industry.

4
Jesse Hindson, financial advisor Incline Village NV
Jesse P. Hindson
CRD#: 7234426
920 Incline Way, Suite 2d, Incline Village, NV 89451

Jesse Hindson (CRD# 7234426) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 4 years of experience in the finance industry.

5
Samuel McChesney, financial advisor Incline Village NV
Samuel L. McChesney
CRD#: 7333958
920 Incline Way, Suite 2d, Incline Village, NV 89451

Samuel McChesney (CRD# 7333958) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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