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INRI

MOUNTAIN VIEW, CA · CRD 333007 · IAPD ↗ · goinri.com · 9143202771

$0Regulatory AUM
1Advisory reps
1Employees
5Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2025 — INRI (MOUNTAIN VIEW, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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