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Grant Alfred Avery Furlan

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
97 clients
Average Client Portfolio
$978K average
Assets Under Management
$94.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Grant is a product manager for Incline Investment Management, LLC, managing marketing and promotional materials. This non-investment related activity takes about 10-20% of his time.

Employment History
Current Registrations
Incline Investment Advisors, LLC
December 2020 - Present · 5 yrs 2 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.
Grant Alfred Avery Furlan - Financial Advisor | TrueAdvisor