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 SEC-registered institutional RIA formed in 2017 that serves both individual/family and institutional clients. The firm offers comprehensive advisory services including financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for investment companies, and pension consulting. Its fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. Inspire Investing does not position itself as a capital allocator and is not flagged as an active ESG investor. The firm was recognized by 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 13
Robert 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 33Active vs passive
$83.6M in ETFs
100%
$83.3M
<1%
$334K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INSPIRE CORPORATE BOND ETF (IBD) | Inspire | Passive | Corporate Bond | $18.3M | 768,594 | 21.85% |
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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