Soltis Investment Advisors, LLC
Soltis Investment Advisors, LLC (CRD# 154690) is a financial advisory firm headquartered in Saint George, UT. They manage $6,821,969,061 in 3,884 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management6,822MILLION
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Total Number of Accounts3,884ACCOUNTS
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Average Account Value$1,756,429
- 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
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, 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 10 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 30 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 26 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 13 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 15 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 16 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 25 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 43 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 21 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 5 years of experience in the finance industry.