Claim Profile
WJ

William Anthony Jones

INCLINE MANAGEMENT, L.P.·PITTSBURGH, Pennsylvania
Unclaimed Profile
625 LIBERTY AVENUE, PITTSBURGH, PA 15222CRD# 2432519Firm CRD# 158858
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INCLINE MANAGEMENT, L.P.
INCLINE EQUITY PARTNERS
AUM
$5.5B
Regulatory assets under management
Employees
80
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2432519
Firm CRD# 158858
No disclosures on file
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.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 →
Browse by specialty