INLAND FINANCIAL PLANNING

INLAND FINANCIAL PLANNING of SPOKANE, WA is an SEC-registered investment adviser (CRD 315123). Regulatory assets under management: $43.3M.

Registration

• CRD: 315123
• Type: Registered investment adviser
• Location: 605 E HOLLAND AVE, SPOKANE, WA, 99218
• Phone: 509-443-5917
• Latest filing: 2026-06-15
• Regulatory AUM: $43.3M
• Discretionary AUM: $43.3M
• Clients: 2
• Accounts: 250

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315123 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search