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SOAR FINANCIAL LLC
CRD 309772
2602 MERCHANTS WALK, SUITE A, MURFREESBORO, TN, 37128, United States
Phone
(615) 410-9267
Fax
615-819-5460
Registration
— (—)
Source
State registered
Total AUM
$27.0M
Discretionary AUM
$21.8M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $12.7M |
| High net worth individuals | 3 | $2.3M |
| Corporations/business entities | 4 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD