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SOLTIS INVESTMENT ADVISORS, LLC
ST. GEORGE, UT
435-674-1600
SEC #801-71833Total AUM
$12B
Employees
121Clients
5,414Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20 NORTH MAIN ST
SUITE 400
ST. GEORGE
UT 84770
United States
SUITE 400
ST. GEORGE
UT 84770
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
435-674-1600
Other Offices
13
Financials
Total AUM
$12B
Accounts
5,414Discretionary
$12B
Accounts
5,414Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,906AUM
$396.6M
HNW Individual Clients
3,207AUM
$6.5B
Pension/Profit Sharing Plan Clients
243AUM
$4.7B
Charitable Organization Clients
20AUM
$286.9M
Corporation or Business Clients
38AUM
$162.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.