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Building 2SOLTIS INVESTMENT ADVISORS, INC.

Map pinST GEORGE, UT
Phone435-674-1600
NotebookSEC #801-43962
Total AUM
$886.9M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 NORTH MAIN
SUITE 400
ST GEORGE
UT 84770
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
435-674-1600

ReceiptFinancials

Total AUM
$886.9M
Accounts
862
Discretionary
$873.1M
Accounts
759
Non-Discretionary
$13.8M
Accounts
103

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDNVUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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