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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Mesquit, Elisabeth, Marie | I | MEMBER, CCO | D | Control |
| IMLEY, ERIC, GLENN | I | MEMBER | C | Control |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Notice Filings (5)
CA NC OR TX WA
Address
9600 SW BARNES RDSTE 190
PORTLAND, OR 97225
United States
Phone: (503) 433-7946