Inman Financial Services, Inc
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Overview
Inman Financial Services, Inc is a financial advisory company based in Portland, Oregon. It has $118.7 million in total assets throughout 541 client accounts, making it a mid-tier firm in the country by assets under management (AUM). The firm has a small team, including 2 financial advisors. Inman Financial Services, Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, bonds and equities.
Inman Financial Services, Inc manages all of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without requiring client consent. The advisory firm oversees roughly $219,463 in assets for every account. The typical advisor at Inman Financial Services, Inc manages about 271 client accounts.
The company's main office is at 12703 Sw 67Th Avenue, Portland, Oregon 97223. Inman Financial Services, Inc is permitted to provide services to customers throughout 5 states, including California, New Hampshire, Oregon, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Inman Financial Services, Inc by the Numbers
$118.7 million
4
541
$219.5 thousand
Products and Services
Services offered by Inman Financial Services, Inc can include financial planning services and portfolio management for individuals and small businesses. In the prior fiscal year, the firm provided financial planning services to 11-25 of its accounts. The firm does sell products or offer services apart from investment advice to its clients. Inman Financial Services, Inc is also affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services are based on the services offered. However, fees billed by Inman Financial Services, Inc most likely include the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Inman Financial Services, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Inman Financial Services, Inc provides services to retail investors, high net worth investors and charitable organizations. Out of its 541 accounts, Inman Financial Services, Inc's largest client is retail investors, though it also manages money for 36 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 15%
- Other Individuals - 84.17%
- Corporations - 0%
- Charitable Organizations - 0.83%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Inman Financial Services, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Inman Financial Services, Inc
Portland, OR
Portland, OR
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