Shareholder · Inspire Investing, LLC
Roberto A. Valderrama
CRD 5758583 · Named on Form ADV at one SEC-registered adviser
At a glance
Inspire Investing, LLC, an SEC-registered asset manager based in Meridian, ID with $4.0 billion in regulatory assets, lists Roberto A. Valderrama on its Form ADV as Shareholder.
Firms and roles
- Inspire Investing, LLCShareholderAsset manager · Meridian, ID · $4.0B in regulatory assets
AtlasMembers
Roberto’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert J. NetzlyCEO, Inspire Investing, LLC
- Zachary StoneChief Compliance Officer/senior Vice President of Operations, Inspire Investing, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roberto’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.