Overview
Assets Under Management: $170 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
INMAN FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297414), INMAN FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
INMAN FINANCIAL SERVICES, INC. is headquartered in PORTLAND, OR.
INMAN FINANCIAL SERVICES, INC. serves 52 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, INMAN FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
INMAN FINANCIAL SERVICES, INC. manages $170 million in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, INMAN FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 606
Discretionary Accounts: 606
Regulatory Filings
CRD Number: 297414
Filing ID: 2033716
Last Filing Date: 2025-12-15 12:45:16
Website: 3