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INCLINE EQUITY PARTNERS

625 Liberty Avenue
Eqt Plaza - Suite 2300
Pittsburgh, Pennsylvania 15222
Tel: 412-315-7800

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About INCLINE EQUITY PARTNERS

INCLINE EQUITY PARTNERS, formally registered with the SEC as INCLINE EQUITY PARTNERS. The firm was established in 08/25/2011. They have over 2 offices throughout the country.

INCLINE EQUITY PARTNERS is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $5,499,892,574 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158858
SEC#801-72683
Assets Managed by Firm$5,499,892,574
No. of Clients26
No. of Advisors80

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total26$5,499,892,574

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