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Grant Alfred Avery Furlan

Incline Investment Advisors, LLC

Incline Village, NV

CRD 7293069

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Employer firm

Incline Investment Advisors, LLC CRD 293331

$91.8M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Incline Investment Advisors, Llc

920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APP_PEND_IARCE 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Incline Investment Advisors, Llc Incline Village NV 11/2020 Present
Incline Investment Advisors, Llc Incline Village NV 05/2019 Present
Incline Investment Management, Llc Incline Village NV 08/2017 Present
Newarc Investments, Inc. Incline Village NV 06/2019 06/2020
Park Avenue Builders Regina, Saskatchewan 08/2012 01/2017
Unemployed Regina, Saskatchewan 02/2017 07/2017
  • 11/2020 → Present
    Incline Village, NV
  • 05/2019 → Present
    Incline Village, NV
  • 08/2017 → Present
    Incline Investment Management, Llc
    Incline Village, NV
  • 06/2019 → 06/2020
    Newarc Investments, Inc.
    Incline Village, NV
  • 08/2012 → 01/2017
    Park Avenue Builders
    Regina, Saskatchewan
  • 02/2017 → 07/2017
    Unemployed
    Regina, Saskatchewan
Other Businesses

INCLINE INVESTMENT MANAGEMENT, LLC: NON-INVESTMENT RELATED :INCLINE VILLAGE, NV : PRODUCT MANAGER : START DATE - 08/2017 : 30 HOURS/MO DURING TRADING : MANAGES MARKETING AND PROMOTIONAL MATERIALS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-11
  • S65 Uniform Investment Adviser Law Examination
    2019-10-11

View on SEC IAPD

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