SOARING INVESTMENT MANAGEMENT, LLC
CRD #305273 SEC #801-135170 PORTLAND, OR (503) 433-7946
SEC Registered
Total AUM
$111.5M
Discretionary
$111.5M
Employees
5
Clients
11
Accounts
460
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $111.5M | $111.5M | $0 | 5 | 12 |
DateDec 2025
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees5
Clients12