$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2014
- Office Locations
- 1
Office Locations
-- Sioux Falls SD
About Soaring Investment Management, LLC
Soaring Investment Management, LLC is a fiduciary RIA serving individuals and businesses with goals-based planning and portfolio management. The firm emphasizes patient, methodical, value-oriented investing aimed at growing purchasing power over time, supported by tailored client communication and long-term relationships. Portfolios are implemented primarily with ETFs, and the firm reports Interactive Brokers as a custodian.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$44.1K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DENIS JAMES PAQUETTE
CEO
- CRD
- #6261771
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,544,551 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,544,551 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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