Incline Capital Management, LLC

Incline Capital Management, LLC (CRD# 141853) is a financial advisory firm headquartered in Fort Collins, CO. They manage $18,429,761 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
19 Old Town Square, Suite 238, Fort Collins, CO 80524
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $737,190
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Incline Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tracy Shagin, financial advisor Fort Collins CO
Tracy Shagin
CRD#: 2240606
19 Old Town Square, Suite 238, Fort Collins, CO 80524

Tracy Shagin (CRD# 2240606) is an Investment Advisor Representative working at Incline Capital Management, LLC in Fort Collins, CO and has over 31 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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