$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2002
- Office Locations
- 1
Office Locations
1832 Socol Ave., #106 Napa CA
About Soares Financial, Inc.
Soares Financial, Inc. is a Napa, CA fee-only RIA providing commission-free investment management and end-to-end financial planning, from one-time consultations to comprehensive plans. Services include tax, retirement and estate planning, IRA/401(k) guidance, and cash management counseling, led by a CPA/CFP professional; client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$21.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
E
EVA COLLEEN SOARES
President
- CRD
- #4522667
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,015,039 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,015,039 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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