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 41 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, WY
Lon Henderson (CRD# 1075600) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 41 years of experience in the finance industry.
Spencer Humphrey (CRD# 4997701) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Gilbert, AZ and has over 18 years of experience in the finance industry.
Paul Jude (CRD# 6629524) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Novi, MI and has over 7 years of experience in the finance industry.
Benjamin Justice (CRD# 6053543) 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.
Glenn Koehl (CRD# 2102138) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Southlake, TX and has over 33 years of experience in the finance industry.
Robert Merrell (CRD# 6016044) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 12 years of experience in the finance industry.
Brent Moore (CRD# 5929200) 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.
Jason Rasmussen (CRD# 2273216) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Southlake, TX and has over 31 years of experience in the finance industry.
Reece Rovig (CRD# 5868367) 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.
James Shumway (CRD# 1200901) 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.