Inman Financial Services, Inc.

Inman Financial Services, Inc. (CRD# 297414) is a financial advisory firm headquartered in Portland, OR. They manage $149,525,655 in 585 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
12703 Sw 67th Avenue, Portland, OR 97223
https://www.linkedin.com/company/inman-financial
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $255,599
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, OR, TX, WA

Financial Advisors at Inman Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Micah Dorr, financial advisor Portland OR
Micah E. Dorr
CRD#: 7043595
12703 Sw 67th Avenue, Portland, OR 97223

Micah Dorr (CRD# 7043595) is an Investment Advisor Representative working at Inman Financial Services, Inc. in Portland, OR and has over 5 years of experience in the finance industry.

2
David Inman, financial advisor Portland OR
David S. Inman
CRD#: 1182867
12703 Sw 67th Avenue, Portland, OR 97223

David Inman (CRD# 1182867) is an Investment Advisor Representative working at Inman Financial Services, Inc. in Portland, OR and has over 30 years of experience in the finance industry.

3
Keith Johnson, financial advisor Portland OR
Keith C. Johnson
CRD#: 5634947
12703 Sw 67th Avenue, Portland, OR 97223

Keith Johnson (CRD# 5634947) is an Investment Advisor Representative working at Inman Financial Services, Inc. in Portland, OR and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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