INMAN FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 297414
- Registered since
- March 31, 2021
- Website
- www.inmanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.42%
- Individuals27.57%
- Charitable Organizations3.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Inman Financial Services, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2021. Ownership is held at the individual level. The firm serves both individual and family clients and some institutional relationships, and it provides financial planning and discretionary portfolio management focused on individuals and small businesses. Fee arrangements include both percentage-of-AUM billing and fixed fees. Inman also operates as an insurance broker, which intersects with its advisory work through use of annuity products. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- Exchange Traded Equities2%
- US Government Bonds1%
Contacts
3 of 4DAVID INMAN
Founder and PresidentCRD 1182867
Micah Dorr
Financial AdvisorCRD 7043595
MEGAN MILLER
Operations SpecialistCRD 6668879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
WASHINGTON
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- WASHINGTON
- Address
- 12703 SW 67th Ave
- Time zone
- PT (UTC-8)
- Office locations
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