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| Happy Holidays!! thanks for using AUM13F!! |
| Inman Financial Services Inc
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| CRD # | 297414 |
| SEC # | 801-120660 |
| CIK # | |
| AUM | $169.6 M (2025-03-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 503-906-2650 |
| Address | 12703 SW 67th Avenue Portland, OR 97223 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 58.0 |
| (b) Individuals (high net worth individuals) | 52 | 110.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 606 | 169.6 |
| By Discretionary | ||
| Discretionary | 606 | 169.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 606 | 169.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.6 | |
| Total | 606 | 169.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advice & Planning Services LLC
✚
|
PA | 0.2 |
|
Continental Investors Services Inc
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WA | 0.2 |
|
RBP Investment Advisors Inc
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0.2 | |
|
Miller Gesko & Co Inc
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NY | 0.2 |
|
3 Factor Indexing LLC
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|
0.2 | |
|
Davis Davis and Conover Wealth Management LLC
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|
TN | 0.2 |
|
SF Ehrlich Associates Inc
✚
|
NJ | 0.2 |
|
RH Dinel Investment Counsel Inc
✚
|
CA | 0.2 |
|
Sequoia Swiss Financial Advisors AG
✚
|
0.2 | |
|
Secure Planning LLC
✚
|
NH | 0.2 |