Member · Soaring Investment Management, LLC
Eric G. Imley
CRD 6482154 · Named on Form ADV at one SEC-registered adviser
At a glance
Soaring Investment Management, LLC, an SEC-registered wealth manager based in Portland, OR with $113 million in regulatory assets, lists Eric G. Imley on its Form ADV as Member, a control person.
Firms and roles
- Soaring Investment Management, LLCMemberWealth manager · Portland, OR · $113M in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Elisabeth M. MesquitMember, CCO, Soaring Investment Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.