Overview
Assets Under Management: $1.0 billion
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 237
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 237
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 8,363
Discretionary Accounts: 8,363
Regulatory Filings
CRD Number: 300279
Filing ID: 2006934
Last Filing Date: 2025-07-31 15:53:00
Website: https://inspireinvesting.com