INSPIRED FINANCIAL LLC
Legal name: INSPIRED FINANCIAL
CRD #125713 SEC #801-79055 HUNTINGTON BEACH, CA 714-971-0663
SEC Registered
Total AUM
$240M
Discretionary
$240M
Employees
8
Clients
101
Accounts
510
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $240M | $240M | $0 | 8 | 0 |
| Mar 2023 | $240M | $240M | $0 | 8 | 0 |
| Mar 2023 | $240M | $240M | $0 | 8 | 0 |
| Feb 2023 | $240M | $240M | $0 | 8 | 0 |
| Nov 2022 | $289.5M | $289.5M | $0 | 8 | 0 |
| Mar 2022 | $289.5M | $289.5M | $0 | 8 | 0 |
| Mar 2021 | $247M | $247M | $0 | 4 | 110 |
| Jun 2020 | $196M | $196M | $0 | 4 | 110 |
| Mar 2020 | $196M | $196M | $0 | 4 | 110 |
| Jun 2019 | $161.2M | $161.2M | $0 | 5 | 112 |
| Feb 2019 | $161.2M | $161.2M | $0 | 5 | 112 |
| Feb 2018 | $163M | $163M | $0 | 4 | 114 |
| Feb 2017 | $133M | $133M | $0 | 4 | 100 |
| Mar 2016 | $123M | $123M | $0 | 5 | 100 |
| Feb 2015 | $110M | $110M | $0 | 4 | 102 |
| Feb 2014 | $106M | $106M | $0 | 4 | 102 |
| Jan 2014 | $102M | $102M | $0 | 4 | 26 |
| Apr 2012 | $75M | $75M | $0 | 1 | 26 |
| Apr 2012 | $75M | $75M | $0 | 1 | 26 |
| Apr 2012 | $75M | $75M | $0 | 1 | 26 |
| Mar 2012 | $75M | $75M | $0 | 1 | 26 |
| Jan 2012 | $75M | $75M | $0 | 1 | 26 |
| Jan 2011 | $65M | $65M | $0 | 5 | -- |
| Dec 2010 | $52M | $52M | $0 | 5 | -- |
| Feb 2008 | $50M | $50M | $0 | 5 | -- |
| Aug 2007 | $50M | $50M | $0 | 5 | -- |
| Jan 2007 | $40M | $40M | $0 | 5 | -- |
| Jan 2006 | $35M | $35M | $0 | 5 | -- |
DateApr 2023
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees4
Clients110
DateJun 2020
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees4
Clients110
DateMar 2020
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees4
Clients110
DateJun 2019
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees5
Clients112
DateFeb 2019
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees5
Clients112
DateFeb 2018
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees4
Clients114
DateFeb 2017
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients100
DateFeb 2015
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees4
Clients102
DateFeb 2014
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees4
Clients102
DateJan 2014
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees4
Clients26
DateApr 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateJan 2011
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--