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INMAN FINANCIAL SERVICES, INC.

PORTLAND, OR · CRD 297414 · IAPD ↗ · (503) 906-2650

$197.5MRegulatory AUM
3Advisory reps
5Employees
9Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2024 — INMAN FINANCIAL SERVICES, INC. reported RAUM up 26% ($118.7M -> $149.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.