Unclaimed Profile

William Anthony Jones

INCLINE MANAGEMENT, L.P.·PITTSBURGH, Pennsylvania

Clean recordINCLINE MANAGEMENT, L.P.

625 LIBERTY AVENUE, PITTSBURGH, PA 15222CRD# 2432519Firm CRD# 158858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Anthony Jones · PITTSBURGH, PA

Registration

CRD #2432519 · INCLINE MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Anthony Jones is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with INCLINE MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

INCLINE MANAGEMENT, L.P.

INCLINE EQUITY PARTNERS

AUM

$5.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INCLINE MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2432519

Firm CRD# 158858

View on FINRA BrokerCheck →

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

Browse PITTSBURGH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Anthony Jones offer?

William Anthony Jones specializes in Retirement Planning. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are William Anthony Jones's credentials?

William Anthony Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Anthony Jones located?

William Anthony Jones is based in PITTSBURGH, Pennsylvania, working with INCLINE MANAGEMENT, L.P.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does William Anthony Jones charge for services?

William Anthony Jones's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INCLINE MANAGEMENT, L.P.?

INCLINE MANAGEMENT, L.P. has approximately 80 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →