INMAN FINANCIAL SERVICES, INC.
Adviser information for INMAN FINANCIAL SERVICES, INC. last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 585 | $149.5M |
| Non-Discretionary | 0 | $0 |
| Total | 585 | $149.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 200 | $57.7M |
| HNW Individuals | 45 | $91.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $777,609 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 11 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-120660 |
|---|---|
| SEC ERA File Number | 801-120660 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297414 |
| Legal Entity Identifier | None |
Principal Office
12703 SW 67TH AVENUEPORTLAND
OR
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (503) 906-2650, Fax: (503) 512-5829
Chief Compliance Officer
MEGAN ALYSSA MILLER
12703 SW 67TH AVENUE
PORTLAND
OR
United States
Tel:
503-906-2642
Fax:
(503) 512-5829
M****@*****************M
(Full email address available in API data)
Regulatory Contact
DAVID STUART INMAN
PRESIDENT & SUPERVISOR
12703 SW 67TH AVENUE
PORTLAND
OR
United States
Tel:
503-906-2650
Fax:
(503) 512-5829
D***@*****************M
(Full email address available in API data)
Industry Affiliates
| INMAN INSURANCE SERVICES LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INMAN, DAVID, STUART | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 12/1992 | > 75% |
| Dorr, Micah, Everett | Individual | – | FINANCIAL ADVISOR | 01/2020 | 5-10% |