Company Overview
- Headquarters
- 20 N Main Street Suite 400, St George UT
- Website
- soltisadvisors.com
- Phone
- (435) 674-****
- Employees
- 104
- Founded in
- 1993
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$34B
Total Funding Amount
$350,000M
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.