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 and is owned by an individual. The firm is recorded as an investment adviser with business activity categorized as a financial product salesperson and an industry affiliation listed under other investment adviser. Its internal classification in the source file is unclassified. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not reported as a multi-state or pension consultant adviser. The documented fee structure is listed as "other."

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

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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