Soltis Investment Advisors, LLC
Soltis Investment Advisors, LLC (CRD# 154690) is a financial advisory firm headquartered in Saint George, UT. They manage $5,199,963,238 in 2,624 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management5,200MILLION
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Total Number of Accounts2,624ACCOUNTS
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Average Account Value$1,981,693
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Thomas Adams (CRD# 6244337) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 8 years of experience in the finance industry.
Hal Anderson (CRD# 2432623) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 28 years of experience in the finance industry.
Kim Anderson (CRD# 1885428) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 24 years of experience in the finance industry.
Brett Archibald (CRD# 5872474) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 11 years of experience in the finance industry.
Cabe Atkinson (CRD# 5628288) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in American Fork, UT and has over 13 years of experience in the finance industry.
Christie Behunin (CRD# 5396096) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 14 years of experience in the finance industry.
Timothy Brann (CRD# 3121105) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 23 years of experience in the finance industry.
Wayne Demeester (CRD# 870494) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Sammamish, WA and has over 42 years of experience in the finance industry.
Tyler Finlinson (CRD# 4502449) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 20 years of experience in the finance industry.
Tyson Gillies (CRD# 7068017) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 3 years of experience in the finance industry.