Soaring Investment Management, LLC
Soaring Investment Management, LLC (CRD# 305273) is a financial advisory firm headquartered in Portland, OR. They manage $33,003,554 in 173 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Soaring Investment Management, LLC
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts173ACCOUNTS
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Average Account Value$190,772
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX
Financial Advisors at Soaring Investment Management, LLC
1
Elisabeth Mesquit (CRD# 2258483) is an Investment Advisor Representative working at Soaring Investment Management, LLC in Portland, OR and has 1 year of experience in the finance industry.
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