Soares Financial, Inc.

Soares Financial, Inc. (CRD# 120056) is a financial advisory firm headquartered in Napa, CA. They manage $17,570,479 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1832 Socol Ave., #106, Napa, CA 94559
http://www.soaresfinancial.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $258,389
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Soares Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eva Soares, financial advisor Napa CA
Eva C. Soares
CRD#: 4522667
1832 Socol Ave., #106, Napa, CA 94559

Eva Soares (CRD# 4522667) is an Investment Advisor Representative working at Soares Financial, Inc. in Napa, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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