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SOARD FINANCIAL MANAGEMENT, LLC
CRD 156392
1907 W 33RD STREET, SUITE 120, EDMOND, OK, 73013, United States
Phone
405-509-6068
Fax
405-509-6028
Registration
— (—)
Source
State registered
Total AUM
$73.0M
Discretionary AUM
$69.6M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; CO-ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $59.4M |
| High net worth individuals | 13 | $13.6M |
All web addresses on file
Official SEC filing: View on IAPD