INMAN FINANCIAL SERVICES, INC.

12703 Sw 67th Avenue
Portland, Oregon 97223
Tel: (503) 906-2650

About INMAN FINANCIAL SERVICES, INC.

INMAN FINANCIAL SERVICES, INC, formally registered with the SEC as INMAN FINANCIAL SERVICES, INC. The firm was established in 03/31/2021. They have over 4 offices throughout the country.

INMAN FINANCIAL SERVICES, INC. is a Portland, Oregon based Financial Planning firm with nearly $149,525,655 assets under management, offering retirement planning & investment advisory services to 585 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297414
SEC#	801-120660
Assets Managed by Firm	$149,525,655
No. of Clients	585
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	585	$149,525,655
Individuals (other than high net worth individuals)	200	$57,656,150
High net worth individuals	45	$91,091,896
Charitable organizations	2	$777,609

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