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Inland Financial Planning
Inland Financial Planning is a state-registered investment adviser in Spokane, WA. The firm manages approximately $43 million in regulatory assets.
Overview
Inland Financial Planning is a state-registered investment adviser in Spokane, WA. The firm manages approximately $43 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Inland Financial Planning?
The firm has not publicly named its investment committee or lead portfolio manager. Based on its RIA structure, investment decisions are handled by a team of advisors operating under a fiduciary standard (per SEC public filings).
Does Inland Financial Planning participate in fund commitments or only direct deals?
Based on its public posture, Inland Financial Planning primarily allocates client capital to managed accounts and third-party funds. It does not publicly report direct investments or fund commitments as a principal.
What investment stages does Inland Financial Planning typically target?
The firm targets liquid public markets and fixed-income securities, focusing on capital preservation and income generation for its client families. It does not publicly target venture-stage or growth-equity investments.
Which sectors does Inland Financial Planning explicitly avoid?
The firm does not publicly disclose exclusionary screens. Its sector exposure is determined by individual client mandates, with no stated avoidance of specific industries.
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