INSPIRE INVESTING, LLC of MERIDIAN, ID is an SEC-registered investment adviser (CRD 171988). Regulatory assets under management: $4.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Robert John Netzly | CEO | Hollister, CA |
| Zachary Stone | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SENIOR VICE PRESIDENT OF OPERATIONS | — |
| CREEKMUR JOHN MARK | MEMBER | — |
| NETZLY ROBERT JOHN | CEO; PRESIDENT AND CEO; PRESIDENT & CEO (+1 more) | — |
| VALDERRAMA ROBBY ANDRE | MEMBER | — |
| GRAEF MICHAEL H | MEMBER | — |
| VERISSIMO JOSEPH HENRY | MEMBER | — |
| GRAEF MICHAEL HELMUT | MEMBER | — |
| MOON AARON DOUGLAS | CHIEF COMPLIANCE OFFICER & COO; CHIEF COMPLIANCE OFFICER/PRESIDENT & COO | — |
| Roberto Andre Valderrama | SHAREHOLDER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-09-19 | regulatory | THE SEC ALLEGED THAT INSPIRE MISREPRESENTED ITS RESEARCH PROCESS, DID NOT APPLY ITS INVESTMENT CRITERIA CONSISTENTLY, INVESTED IN COMPANIES THAT SHOULD HAVE BEEN EXCLUDED BASED ON INSPIRE'S STATED INVESTMENT CRITERIA, AND HAD A RESEARCH PROCESS THAT FAILED TO PREVENT DEPARTURES FROM ITS STATED INVES… | Final | $300K |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (918) 794-2576 |
| — | — | 1 | 208-417-1751 |
| GILROY | CA | 1 | 4087827572 |
| — | — | 1 | (918) 794-2576 |
| — | — | 1 | 208-417-1751 |
| GILROY | CA | 1 | 4087827572 |