INMAN FINANCIAL SERVICES, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 297414). Regulatory assets under management: $197.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Megan Miller | CHIEF COMPLIANCE OFFICER | San Francisco, CA |
| David Stuart Inman | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Micah Everett Dorr | FINANCIAL ADVISOR | — |
| INMAN DAVID STUART | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Dorr Micah Everett | FINANCIAL ADVISOR | — |