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Inman Financial Services, Inc.

● SEC registered since 2021CRD 297414SEC# 801-120660Portland, OR
Export (members)
Reg. AUM
$169.6M
Employees
5
Accounts
606
Location
Portland, OR

Inman Financial Services, Inc. assets under management

Inman Financial Services, Inc. operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2021. It reports $169.6 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/inman-financialView on SEC.gov ↗

Inman Financial Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Stuart Inman ControlPresident & Chief Compliance Officer50-75%1992
Micah Everett DorrFinancial Advisor25-50%2020

Frequently asked questions

How much does Inman Financial Services, Inc. manage?

Inman Financial Services, Inc. reports $169.6 million in regulatory assets under management on its Form ADV.

How many employees does Inman Financial Services, Inc. have?

Inman Financial Services, Inc. reports 5 employees.

Where is Inman Financial Services, Inc. located?

Inman Financial Services, Inc. is based in Portland, OR and has been SEC-registered since 2021.

Does Inman Financial Services, Inc. disclose fund performance?

Inman Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12703 SW 67th Avenue, Portland, OR 97223
Phone(503) 906-2650
Fax(503) 512-5829
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$169.6M
Non-discretionary$0
Total (RAUM)$169.6M