INSPIRE INVESTING, LLC
Firm details
- Headquarters
- MERIDIAN, Idaho
- CRD number
- 171988
- Registered since
- January 20, 2017
- Website
- www.inspireinvesting.com
- Custodians
- GOLDMAN SACHS & CO. LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Investment Companies63.49%
- Other Investment Advisers34.39%
- Individuals1.6%
- HNWI0.37%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension Consulting
Firm profile
FINTRXOverview
Inspire Investing, LLC is an independent, SEC-registered RIA organized as an LLC and established in 2017. The firm serves both individual and family clients as well as institutional clients and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory services include financial planning and portfolio management for individuals, small businesses, and investment companies; the firm also lists pension consulting among its service offerings. Inspire Investing is not identified as an active ESG investor and the dataset flags it as not acting as a capital allocator. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Other1%
Contacts
3 of 14ROBERT NETZLY
PrincipalCRD 5563421
Ryan Wickersham
Associate AdvisorCRD 8214610
Daniel Mastrolonardo
ETF Sales SpecialistCRD 7890054
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$81.1M in ETFs
100%
$80.8M
<1%
$324K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INSPIRE CORPORATE BOND ETF (IBD) | Inspire | Passive | Corporate Bond | $23.6M | 988,722 | 29.09% |
Location
MERIDIAN, ID
ADA
Location
MERIDIAN, ID
Headquartered in MERIDIAN, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 3597 E Monarch Sky Ln
- Time zone
- MT (UTC-7)
- Office locations
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