Soltis Investment Advisors

  • Financial Services
  • St George UT
  • 104 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
20 N Main Street Suite 400, St George UT
Website
soltisadvisors.com
Phone
(435) 674-1600
Employees
104
Founded in
1993
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
More Details

Financials & Stats

Revenue

$34B

Total Funding Amount

$350,000M

More Financials

Who is Soltis Investment Advisors

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm based in St George, Utah. The company employs 104 individuals and generates an annual revenue of $33.5 million. Soltis Investment Advisors specializes in providing wealth management and comprehensive financial planning services to individuals and families. They also offer investment advice and plan consultation to retirement plans for successful small to medium-sized businesses. The company emphasizes its independence, stating that it is not affiliated with any third parties, allowing them to recommend investment options solely in the best interest of their clients. A unique aspect of Soltis Investment Advisors is their proprietary investment analysis process, designed to eliminate conflicts of interest. This process aims to deliver financial security and personal freedom to both individual and institutional investors. For more information about Soltis Investment Advisors and their services, please visit their website at soltisadvisors.com.

Company Leadership

Matt Brann

Partner

Phone Email
Bill Wallace

Chair Public Investments at Soltis Investment Advisors

Phone Email
Shawn Oram

SVP Retirement Plan Services

Phone Email

Soltis Investment Advisors Industry Tags

Individual & Institutional Investment Management
Financial Planning
Collaborative Income Tax & Estate Planning
Charitable Giving
Risk Management
Multi-Generational Wealth Consulting
Retirement Plan Benchmarking & Selection
Education
Fiduciary Services
Financial Services
Financial Advisory Services
View All Industry Tags

Soltis Investment Advisors Tech Stack

JavaScript
HTML
PHP
View All Tech Stack

Companies Similar to Soltis Investment Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Soltis Investment Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
33M 419 San Francisco, CA 2013
33M 14 New York, NY 2011
33M 219 Buffalo Grove, IL 1986
33M 56 Washington, DC 2008
33M 85 Costa Mesa, CA 2013
View More Companies

FAQ

What is the location of Soltis Investment Advisors's headquarters?
The headquarters of Soltis Investment Advisors are situated at 20 N Main Street Suite 400, St George UT
What is Soltis Investment Advisors's phone number?
Soltis Investment Advisors's contact number is (435) 674-1600.
What is Soltis Investment Advisors's official website?
The official website of Soltis Investment Advisors can be found at soltisadvisors.com.
What is Soltis Investment Advisors's current revenue?
As of February 2015, Soltis Investment Advisors's annual revenue reached $34B.
How many employees does Soltis Investment Advisors currently have?
Soltis Investment Advisors employs approximately 104+ people as of February 2015
Which industries is Soltis Investment Advisors primarily operating in?
Soltis Investment Advisors operates in the following industries: Finance, Credit
Who is the Partner of Soltis Investment Advisors?
Soltis Investment Advisors's Partner is Matt Brann
What are Soltis Investment Advisors's industry tags?
Soltis Investment Advisors's industry tags include: Individual & Institutional Investment Management, Financial Planning, Collaborative Income Tax & Estate Planning
What is Soltis Investment Advisors's total funding to date?
Soltis Investment Advisors has secured $350,000M as of February 2015
When was Soltis Investment Advisors founded?
Soltis Investment Advisors was founded in 1993.

Employee Directory

Key Employees

Kim Anderson

Managing Partner

Phone Email

Melissa Spragg

Wealth Management Advisor

Phone Email

Kelli Holmstead

Director Of Operations

Phone Email

Nguyet Than

Operations Specialist

Phone Email