Inspire Wealth Advisory LLC
Firm details
- Headquarters
- Brighton, Michigan
- CRD number
- 339878
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Inspire Wealth Advisory LLC is a privately held limited liability company owned by an individual. The firm provides advice and portfolio management primarily for individuals and small businesses and offers financial planning, pension consulting and selection-of-other-advisers services. Its fee model includes both a percentage-of-assets component and fixed fees. FINTRX flags the firm as a capital allocator and notes an affiliation with an insurance company. The data indicates the firm does not self-identify as an active ESG investor.
Assets & Accounts
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
Contacts
2 of 2
Nicholas Bour
Financial PlannerCRD 4519410
Philip Lee
FounderCRD 1656539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brighton, MI
Livingston
Location
Brighton, MI
Headquartered in Brighton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Livingston
- Address
- 10192 Grand River Rd
- Time zone
- ET (UTC-5)
- Office locations
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