SOONER PRIVATE FINANCIAL LLC

SOONER PRIVATE FINANCIAL LLC of SALEM, NH is an SEC-registered investment adviser (CRD 340648). Regulatory assets under management: $9.0M.

Registration

• CRD: 340648
• SEC file number: 801-135787
• Type: Registered investment adviser
• Location: 90 STILES ROAD SUITE 201, SALEM, NH, 03079
• Phone: 603-321-6531
• Latest filing: 2026-08-06
• Regulatory AUM: $9.0M
• Discretionary AUM: $9.0M
• Clients: 2
• Accounts: 82

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340648 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search