This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Jackson National Life · Nationwide · Regions Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2020
- Office Locations
- 4
Office Locations
About Soar Financial LLC
Soar Financial LLC is an RIA platform built “by advisors for advisors,” supporting independent financial advisors and tax professionals expanding into wealth management. The firm provides flexible affiliation/service levels with technology, training, and administrative support, enabling advisors to focus on client service and growth. Capabilities include investment management and financial planning, with portfolios primarily implemented via diversified fund allocations (mutual funds and ETFs); custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN BRANDON DEFOOR
Agent, Chief Compliance Officer, PRINCIPAL
- CRD
- #6314458
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JAMES A BLEVINS
Vice President Of Business Development
- CRD
- #7445185
Gary Allen Clark
--
- CRD
- #4388953
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,800,000 | -- |
| Non-Discretionary | $5,200,000 | -- |
| Total | $27,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing