Soaring Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166086
- Website
- www.soaring-llc.com
- Custodians
- INTERACTIVE BROKERS LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals99.79%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Soaring Investment Management, LLC is a small, owner-operated independent registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as some institutional relationships. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is primarily via a percentage-of-assets-under-management fee model, with the option of hourly billing for certain engagements. The firm does not identify as an active ESG investor and reports that it does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Denis Paquette
CEOCRD 6261771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations