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SOARES FINANCIAL, INC.
CRD 120056
1832 SOCOL AVE., #106, NAPA, CA, 94559, United States
Phone
707-255-6900
Fax
707-244-4795
Registration
— (—)
Source
State registered
Total AUM
$21.0M
Discretionary AUM
$21.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.9M |
| High net worth individuals | 8 | $16.1M |
All web addresses on file
Official SEC filing: View on IAPD