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INSPIRE INVESTING, LLC

3597 E Monarch Sky Ln
Suite 330
Meridian, Idaho 83646
Tel: (877) 658-9473

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About INSPIRE INVESTING, LLC

INSPIRE INVESTING, LLC, formally registered with the SEC as INSPIRE INVESTING, LLC. The firm was established in 01/20/2017. They have over 4 offices throughout the country.

INSPIRE INVESTING, LLC is a Meridian, Idaho based Financial Planning firm with nearly $2,856,919,716 assets under management, offering retirement planning & investment advisory services to 463 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#171988
SEC#801-108947
Assets Managed by Firm$2,856,919,716
No. of Clients463
No. of Advisors34

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pesnsion consulting services
  • Other (MODEL PORTFOLIOS TO RR'S OF UNAFFILIATED BROKER/DEALERS)

Firm Client Information

No. of ClientsAUM
Firm Total463$2,856,919,716
Individuals (other than high net worth individuals)437$64,179,353
High net worth individuals6$13,940,098
Charitable organizations10$4,846,763
Other investment advisers1$1,033,380,628

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