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Incline Investment Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Feb. 27, 2020
    • $5.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 14
      Accounts
    • $378.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

5

name start date
Todd Everett Hurlbut
May 2019
Ted A Parkhill
December 2019
Jeffrey Alan Miller
January 2020
Michael Bradley Saltzman
February 2020
Jesse Preston Hindson
March 2020

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Incline Investment Management, LLC -- --
    Newarc Investments, Inc. IAR $54,122,052

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Ted A Parkhill Chief Executive Officer November, 2016 50% to 75%
      Todd Everett Hurlbut Chief Compliance Officer November, 2016 50% to 75%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets