Soltis Investment Advisors

  • Financial Services
  • St George UT
  • 104 employees
  • Financial Services
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Company Overview

Headquarters
20 N Main Street Suite 400, St George UT
Website
soltisadvisors.com
Phone
(435) 674-1600
Employees
104
Founded it
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
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Financials & Stats

Revenue

$34B

Total Funding Amount

$350,000M

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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 70 individuals and generates around $50 million in annual revenue. Soltis Investment Advisors, LLC specializes in providing comprehensive financial planning and wealth management services to individuals, families, and businesses. Soltis Investment Advisors, LLC offers a unique investment analysis process designed to eliminate conflicts of interest, ensuring that recommendations prioritize the best interests of their clients. Their services encompass wealth management, financial planning, investment advice, and retirement plan consultation for small to medium-sized businesses. The firm's independence from third-party relationships allows them to provide unbiased investment advice, promoting a high level of accountability and responsibility. This commitment to client-centric service sets them apart in the financial advisory industry. For more information about Soltis Investment Advisors, LLC and their services, visit their website at soltisadvisors.com.

Company Leadership

Bill Wallace

Chair Public Investments at Soltis Investment Advisors

Shawn Oram

SVP Retirement Plan Services

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
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Soltis Investment Advisors Tech Stack

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FAQ

What is the location of Soltis Investment Advisors's headquarters?
The headquarters of Soltis Investment Advisors are situated at 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.
How many employees does Soltis Investment Advisors currently have?
Soltis Investment Advisors employs approximately 104+ people
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
When was Soltis Investment Advisors founded?
Soltis Investment Advisors was founded in 1993.

Employee Directory

Key Employees

Kim Anderson

Managing Partner

Melissa Spragg

Wealth Management Advisor

Kelli Holmstead

Director Of Operations

Nguyet Than

Operations Specialist