Overview
Assets Under Management: $240 million
Headquarters: HUNTINGTON BEACH, CA
High-Net-Worth Clients: 99
Average Client Assets: $2.3 million
Frequently Asked Questions
INSPIRED FINANCIAL 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 #125713), INSPIRED FINANCIAL is subject to fiduciary duty under federal law.
INSPIRED FINANCIAL is headquartered in HUNTINGTON BEACH, CA.
INSPIRED FINANCIAL serves 99 high-net-worth clients according to their SEC filing dated April 16, 2023. View client details ↓
According to their SEC Form ADV, INSPIRED FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
INSPIRED FINANCIAL manages $240 million in client assets according to their SEC filing dated April 16, 2023.
According to their SEC Form ADV, INSPIRED FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.75%
Average Client Assets: $2.3 million
Total Client Accounts: 510
Discretionary Accounts: 510
Regulatory Filings
CRD Number: 125713
Filing ID: 1752723
Last Filing Date: 2023-04-16 12:50:00