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
Ryan Ennis (CRD# 5941698) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Salt Lake City, UT and has over 11 years of experience in the finance industry.
Joshua Hamblin (CRD# 7752111) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
Tyler Headlee (CRD# 6833633) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has 1 year of experience in the finance industry.
Logan Holbrook (CRD# 7812631) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
Jordan Jensen (CRD# 6989538) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry.
Hunter Johnson (CRD# 7481295) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 2 years of experience in the finance industry.
Karen Kittrell (CRD# 2100342) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Novi, MI and has over 33 years of experience in the finance industry.
Marcus Littlewood (CRD# 7892290) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has 1 year of experience in the finance industry.
Austin Loveland (CRD# 7098574) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 2 years of experience in the finance industry.
Andrew Wilcox (CRD# 7829376) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has 1 year of experience in the finance industry.