Grant A. Furlan

INCLINE INVESTMENT ADVISORS

Incline Village, NV 89451-7429

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CRD#: 7293069

Professional summary

Grant Alfred Avery Furlan is a registered financial advisor currently at INCLINE INVESTMENT ADVISORS, LLC located in Incline Village, Nevada.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Grant has worked at 1 firm and has passed the Series 65 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Alfred Avery Furlan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 2, 2020 - Present

INCLINE INVESTMENT ADVISORS, LLC

Office #1: 920 Incline Way Suite 2d, Incline Village, NV 89451-7429

RIA

CRD#: 293331

Incline Village, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(12/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/11/2019

Uniform Investment Adviser Law Examination

Principal/Supervisory Exam

Series 30

Date: 6/22/2018

NFA Branch Manager Examination

Current Firm

INCLINE INVESTMENT ADVISORS, LLC

CRD#: 293331 / SEC#:

Arizona

Registered Investment Advisory firm - (5/12/2021 Terminated)

California

Registered Investment Advisory firm - (1/2/2020 Approved)

Florida

Registered Investment Advisory firm - (7/6/2023 Approved)

Illinois

Registered Investment Advisory firm - (5/12/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (2/26/2020 Approved)

Nevada

Registered Investment Advisory firm - (5/28/2019 Approved)

North Carolina

Registered Investment Advisory firm - (2/11/2025 Approved)

Texas

Registered Investment Advisory firm - (2/7/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

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

Mailing Address

Phone number

(775) 298-8161

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 94,835,405

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Grant A. Furlan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Alfred Avery Furlan's CRS (Customer Relationship Summary).

Certified licenses

Experience

INCLINE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2019

Series 30

Date: 6/22/2018

Current Firm

INCLINE INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INCLINE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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