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| Keyboard |
| Inman Financial Services Inc
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|---|---|
| CRD # | 297414 |
| SEC # | 801-120660 |
| CIK # | |
| AUM | 197.5 M (2026-04-10) |
| 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) | 169 | 54.4 |
| (b) Individuals (high net worth individuals) | 65 | 137.1 |
| (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 | 3 | 5.9 |
| (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 | 625 | 197.5 |
| By Discretionary | ||
| Discretionary | 625 | 197.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 625 | 197.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.4 | |
| Total | 625 | 197.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Retail |
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|---|---|---|
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Safir Wealth Advisors LLC
✚
|
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|
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|
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|
Rydar Equities Inc
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|
Osprey Capital Management Corp
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|
Concordia Wealth Management LLC
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|
Continental Investors Services Inc
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|
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|
The Bendix Financial Group Inc
✚
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NY | 196.6 M |
|
Certified Planners Inc
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CA | 196.6 M |