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Building 2INMAN FINANCIAL SERVICES, INC.

Map pinPORTLAND, OR
Phone(503) 906-2650
NotebookSEC #801-120660
Total AUM
$197.5M
Employees
5
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12703 SW 67TH AVENUE
PORTLAND
OR 97223
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(503) 906-2650
Other Offices
3

ReceiptFinancials

Total AUM
$197.5M
Accounts
625
Discretionary
$197.5M
Accounts
625
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
169
AUM
$54.4M
HNW Individual Clients
65
AUM
$137.1M
Charitable Organization Clients
3
AUM
$5.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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