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).

Current Firm Details
20 North Main, Suite 400, Saint George, UT 84770
http://www.soltisadvisors.com
By the Numbers
  • Total Assets Under Management
    6,822
    MILLION
  • Total Number of Accounts
    3,884
    ACCOUNTS
  • Average Account Value
    $1,756,429
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Soltis Investment Advisors, LLC
Showing 41 - 41 of 41 top financial advisors.
41
Austin Wilcox, financial advisor Saint George UT
Austin Wilcox
CRD#: 7686641
20 North Main, Suite 400, Saint George, UT 84770

Austin Wilcox (CRD# 7686641) 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.

PREV ... 1 2 3 4 5

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals