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 that joined the SEC registry in 2021. The firm operates under individual ownership and serves both individual/family clients and select institutional relationships. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and the company also functions as an insurance broker—a pairing reflected in its product mix. Fees are charged as a percentage of assets under management and via fixed-fee engagements. The firm does not identify as an ESG investor, is not a capital allocator, and does not operate as a multi-state 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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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