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
9600 Sw Barnes Rd, Ste 125, Portland, OR 97225
http://www.soaringinvestmentmanagement.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Soaring Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Elisabeth Mesquit, financial advisor Portland OR
Elisabeth M. Mesquit
CRD#: 2258483
Portland, OR

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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