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SOLTIS INVESTMENT ADVISORS, LLC
Tel: 435-674-1600
20 North Main Suite 400
St. George, Utah 84770
SOLTIS INVESTMENT ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC is a St. George, Utah based financial advisory firm with nearly $6,821,969,061 in assets under management and provides investment advisory services for 3884 clients. There are currently 72 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
154690
SEC#:
801-71833
No. of Clients:
3884
Assets under Management
$6,821,969,061
No. of Advisors:
72
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