$197.5M Total AUM
$197.5M Disc. AUM
9.8% 3Y CAGR
5 Employees
246 ADV. Clients
7 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2018
- Office Locations
- 1
Office Locations
12703 SW 67th Avenue Portland OR
About Inman Financial Services, Inc.
Inman Financial Services is a Portland, OR RIA that partners with individuals and families—especially during life transitions—to build ongoing financial plans and investment portfolios. The team supports retirement and estate planning, insurance needs, and portfolio construction with an asset-allocation and risk-management approach, using mutual funds and ETFs. Custody includes Charles Schwab.
Team overview
35 AVG AGE
$65.8M AVG AUM / ADVISOR
$802.7K AVG AUM / CLIENT
5.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DAVID STUART INMAN
Financial Advisor, General Partner, President
- CRD
- #1182867
- Ownership
- 50% but less than 75%
Available
Available
Available
Micah Everett Dorr
Financial Advisor
- CRD
- #7043595
- Ownership
- 25% but less than 50%
Available
Available
Available
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K
KEITH CONRAD JOHNSON
Financial Advisor
- CRD
- #5634947
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,453,684 | $315,926 |
| Non-Discretionary | $0 | -- |
| Total | $197,453,684 | $315,926 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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