S
CRD: 305273
Soaring Investment Management, LLC
$112.5M Total AUM
$112.5M Disc. AUM
-- 3Y CAGR
5 Employees
184 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-18-2019
- Office Locations
- 3
Office Locations
-- Mint Hill NC
-- Portland OR
-- Rancho Palos Verdes CA
About Soaring Investment Management, LLC
Soaring Investment Management, LLC is a Portland-based RIA with 3 offices. The firm has been operating for 6 years. Managing $112.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
50 AVG AGE
$37.5M AVG AUM / ADVISOR
$611.5K AVG AUM / CLIENT
2.9 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
E
Elisabeth Marie Mesquit
Investment Advisor
- CRD
- #2258483
- Ownership
- 50% but less than 75%
Available
Available
Available
Eric Glenn Imley
--
- CRD
- #6482154
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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Michael James Mustian
--
- CRD
- #6646857
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,516,204 | $242,492 |
| Non-Discretionary | $0 | -- |
| Total | $112,516,204 | $242,492 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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