Incline Wealth
Incline Wealth (CRD# 306806) is a financial advisory firm headquartered in , . They manage $53,271,126 in 185 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Incline Wealth
By the Numbers
-
Total Assets Under Management53MILLION
-
Total Number of Accounts185ACCOUNTS
-
Average Account Value$287,952
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, KY, LA, OH
Financial Advisors at Incline Wealth
1
John Bovard (CRD# 5944770) is an Investment Advisor Representative working at Incline Wealth in Cleves, OH and has over 12 years of experience in the finance industry.
2
Phillip Westhoff (CRD# 5459645) is an Investment Advisor Representative working at Incline Wealth in Cincinnati, OH and has over 15 years of experience in the finance industry.
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