MB INMAN INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ORINDA, California
CRD number
153963
Fee structure
Other

Firm profile

FINTRX

Overview

MB Inman Investment Advisors, LLC is organized as a limited liability company under individual ownership and is classified in FINTRX data as an adviser with a nonstandard business profile. The firm's registered business activity is listed as "Other Financial Product Salesperson." It does not identify as an ESG investor, is not flagged as a multi-state adviser, and is not described as a pension consultant or related adviser. Fee arrangements are recorded generically as "Other," and the firm is not indicated to act as a capital allocator in the FINTRX snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MICHAEL INMAN

    PrincipalCRD 2827418

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ORINDA, CA

CONTRA COSTA

Location

ORINDA, CA

Headquartered in ORINDA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
4 Orinda Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth