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Thomas James Adams

SOLTIS INVESTMENT ADVISORS, LLC·ST. GEORGE, Utah
Unclaimed Profile
20 NORTH MAIN, ST. GEORGE, UT 84770CRD# 6244337Firm CRD# 154690
01

About

Thomas James Adams is a registered financial advisor based in ST. GEORGE, Utah, affiliated with SOLTIS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SOLTIS INVESTMENT ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
AUM
$6.8B
Regulatory assets under management
Employees
72
Total firm employees
View all advisors at SOLTIS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6244337
Firm CRD# 154690
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas James Adams offer?
Thomas James Adams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. GEORGE, Utah for a consultation.
What are Thomas James Adams's credentials?
Thomas James Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas James Adams located?
Thomas James Adams is based in ST. GEORGE, Utah, working with SOLTIS INVESTMENT ADVISORS, LLC. Their office serves clients in the ST. GEORGE metropolitan area and surrounding communities.
How does Thomas James Adams charge for services?
Thomas James Adams's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLTIS INVESTMENT ADVISORS, LLC?
SOLTIS INVESTMENT ADVISORS, LLC has approximately 72 employees and manages $6.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST. GEORGE
Hal Gary Anderson — SOLTIS INVESTMENT ADVISORS, LLCKaylan Deven Andersen — PARKER ADVISORY GROUP, LLCPaul Poteet — SURGE CAPITAL LLCChristie Nichole Behunin — SOLTIS INVESTMENT ADVISORS, LLCHunter J Gubler — PERIOPE, LC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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