Overview
Assets Under Management: $113 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 60
Average Client Assets: $1.4 million
Frequently Asked Questions
SOARING INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305273), SOARING INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SOARING INVESTMENT MANAGEMENT, LLC is headquartered in PORTLAND, OR.
SOARING INVESTMENT MANAGEMENT, LLC serves 60 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, SOARING INVESTMENT MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOARING INVESTMENT MANAGEMENT, LLC manages $113 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, SOARING INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.83%
Average Client Assets: $1.4 million
Total Client Accounts: 464
Discretionary Accounts: 464
Regulatory Filings
CRD Number: 305273
Filing ID: 2064572
Last Filing Date: 2026-03-31 16:48:58