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SOARING INVESTMENT MANAGEMENT, LLC
CRD 305273 · SEC 801-135170
9600 SW BARNES RD, STE 190, PORTLAND, OR, 97225, United States
Phone
(503) 433-7946
Fax
(503) 773-2073
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.5M
Discretionary AUM
$112.5M
Team
5 total employees; 3 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $27.2M |
| High net worth individuals | 60 | $85.3M |
| Corporations/business entities | 1 | $26K |
States served
CA, NY, NC, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD