Unclaimed Profile

Timothy Matthew Brann

SOLTIS INVESTMENT ADVISORS, LLC·ST. GEORGE, Utah

Clean recordSOLTIS INVESTMENT ADVISORS, LLC

20 NORTH MAIN, ST. GEORGE, UT 84770CRD# 3121105Firm CRD# 154690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Matthew Brann · ST. GEORGE, UT

Registration

CRD #3121105 · SOLTIS INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Matthew Brann 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SOLTIS INVESTMENT ADVISORS, LLC

AUM

$6.8B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 3121105

Firm CRD# 154690

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Matthew Brann offer?

Timothy Matthew Brann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. GEORGE, Utah for a consultation.

What are Timothy Matthew Brann's credentials?

Timothy Matthew Brann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Matthew Brann located?

Timothy Matthew Brann 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 Timothy Matthew Brann charge for services?

Timothy Matthew Brann'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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