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INMAN FINANCIAL SERVICES, INC.
CRD 297414 · SEC 801-120660
12703 SW 67TH AVENUE, PORTLAND, OR, 97223, United States
Phone
(503) 906-2650
Fax
(503) 512-5829
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.5M
Discretionary AUM
$197.5M
Team
5 total employees; 3 advisory reps; 9 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $54.4M |
| High net worth individuals | 65 | $137.1M |
| Charitable organizations | 3 | $5.9M |
States served
CA, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD