INSPIRED FINANCIAL
INSPIRED FINANCIAL LLC Legal Name
Adviser information for INSPIRED FINANCIAL last updated from Form ADV on April 16th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 510 | $240.0M |
| Non-Discretionary | 0 | $0 |
| Total | 510 | $240.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 33 | $15.0M |
| HNW Individuals | 99 | $225.0M |
| 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 | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesTAX SERVICES |
|---|---|
| Compensation | % of AUMHOURLY ACCOUNTING FEES |
Identifiers
| SEC RIA File Number | 801-79055 |
|---|---|
| SEC ERA File Number | 801-79055 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 125713 |
| Legal Entity Identifier | None |
Principal Office
5011 ARGOSY AVENUESTE. 7
HUNTINGTON BEACH
CA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 714-971-0663, Fax: 714-971-0832
Chief Compliance Officer
EVELYN ZOHLEN
PRESIDENT & CHIEF COMPLIANCE OFFICER
5011 ARGOSY AVENUE
STE. 7
HUNTINGTON BEACH
CA
United States
Tel:
714-971-0663
Fax:
714-971-0832
E*****@********************Z
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZOHLEN, EVELYN | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 01/2003 | > 75% |
| PRENDERGAST, MARK, LOUIS | Individual | – | PRINCIPAL | 08/2007 | < 5% |