INSPIRED FINANCIAL LLC
INSPIRED FINANCIAL LLC of HUNTINGTON BEACH, CA is an SEC-registered investment adviser (CRD 125713). Regulatory assets under management: $240.0M.
Registration
- CRD: 125713
- SEC file number: 801-79055
- Type: Registered investment adviser
- Location: 5011 ARGOSY AVENUE, STE. 7, HUNTINGTON BEACH, CA, 92649
- Phone: 714-971-0663
- Latest filing: 2023-04-16
- Regulatory AUM: $240.0M
- Discretionary AUM: $240.0M
- Clients: 8
- Accounts: 510
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| ZOHLEN EVELYN | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| PRENDERGAST MARK LOUIS | PRINCIPAL | — |
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