Inspire Advisors is an investment advisor in Meridian with $520.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
833041859
SEC advisor number
801-114673
FINRA CRD number
300279
AUM ?
$520.78 mm
(as of 27 Jun 23)
Accounts
4,228
(as of 27 Jun 23)
Employees
29
(29 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Inspire Impact Group, LLC | Managing Member | 12/2018 | 50-75% |
Moon, Aaron, Douglas | Chief Compliance Officer, President, Chief Operating Officer | 12/2018 | < 5% |
Netzly, Robert, John | Chief Executive Officer | 12/2018 | < 5% |
Netzly, Robert, John | President/chief Executive Officer | 06/2014 | 50-75% |
Chandler, Keith, Owen | Member | 01/2020 | 25-50% |
Webster, Jevon, Mark | Member | 01/2020 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21