INMAN FINANCIAL SERVICES, INC.
CRD #297414 SEC #801-120660 PORTLAND, OR (503) 906-2650
SEC Registered
Total AUM
$169.6M
Discretionary
$169.6M
Employees
5
Clients
11
Accounts
606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $169.6M | $169.6M | $0 | 5 | 13 |
| Mar 2025 | $169.6M | $169.6M | $0 | 5 | 13 |
| Oct 2024 | $149.5M | $149.5M | $0 | 5 | 11 |
| Apr 2024 | $149.5M | $149.5M | $0 | 4 | 11 |
| Feb 2024 | $149.5M | $149.5M | $0 | 5 | 11 |
| Dec 2023 | $118.7M | $118.7M | $0 | 5 | 16 |
| Dec 2023 | $118.7M | $118.7M | $0 | 5 | 16 |
| Dec 2023 | $118.7M | $118.7M | $0 | 5 | 16 |
| Jul 2023 | $118.7M | $118.7M | $0 | 5 | 16 |
| Apr 2023 | $118.7M | $118.7M | $0 | 4 | 16 |
| Apr 2023 | $118.7M | $118.7M | $0 | 4 | 16 |
| Mar 2023 | $118.7M | $118.7M | $0 | 4 | 16 |
| Mar 2023 | $118.7M | $118.7M | $0 | 4 | 16 |
| Aug 2022 | $140.3M | $140.3M | $0 | 4 | 21 |
| Mar 2022 | $140.3M | $140.3M | $0 | 4 | 21 |
| Feb 2022 | $111M | $111M | $0 | 4 | 21 |
| Jan 2022 | $111M | $111M | $0 | 4 | 21 |
| Dec 2021 | $111M | $111M | $0 | 4 | 21 |
| Jun 2021 | $111M | $111M | $0 | 4 | 21 |
| Apr 2021 | $111M | $111M | $0 | 4 | 21 |
| Apr 2021 | $111M | $111M | $0 | 4 | 21 |
| Apr 2021 | $111M | $111M | $0 | 4 | 21 |
| Mar 2021 | $111M | $111M | $0 | 4 | 21 |
| Mar 2021 | $111M | $111M | $0 | 3 | 21 |
| Mar 2021 | $111M | $111M | $0 | 3 | 21 |
DateDec 2025
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients13
DateMar 2025
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients13
DateOct 2024
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients11
DateApr 2024
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees4
Clients11
DateFeb 2024
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients11
DateDec 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees5
Clients16
DateDec 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees5
Clients16
DateDec 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees5
Clients16
DateJul 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees5
Clients16
DateApr 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees4
Clients16
DateApr 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees4
Clients16
DateMar 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees4
Clients16
DateMar 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees4
Clients16
DateAug 2022
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees4
Clients21
DateMar 2022
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees4
Clients21
DateFeb 2022
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees4
Clients21
DateJan 2022
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees4
Clients21
DateDec 2021
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees4
Clients21
DateJun 2021
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees4
Clients21
DateApr 2021
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees4
Clients21
DateApr 2021
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees4
Clients21
DateApr 2021
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees4
Clients21
DateMar 2021
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees4
Clients21
DateMar 2021
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees3
Clients21
DateMar 2021
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees3
Clients21