Overview
Assets Under Management: $2.6 billion
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 11
Average Client Assets: $2.0 million
Frequently Asked Questions
INSPIRE INVESTING, LLC 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 #171988), INSPIRE INVESTING, LLC is subject to fiduciary duty under federal law.
INSPIRE INVESTING, LLC is headquartered in MERIDIAN, ID.
INSPIRE INVESTING, LLC serves 11 high-net-worth clients according to their SEC filing dated October 29, 2024. View client details ↓
According to their SEC Form ADV, INSPIRE INVESTING, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, and pension consulting services. View all service details ↓
INSPIRE INVESTING, LLC manages $2.6 billion in client assets according to their SEC filing dated October 29, 2024.
According to their SEC Form ADV, INSPIRE INVESTING, LLC serves high-net-worth individuals, businesses, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Pension Consulting
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.88%
Average Client Assets: $2.0 million
Total Client Accounts: 470
Discretionary Accounts: 470
Regulatory Filings
CRD Number: 171988
Filing ID: 1905527
Last Filing Date: 2024-10-29 12:10:00