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SOLTIS INVESTMENT ADVISORS, LLC
SOLTIS INVESTMENT ADVISORS, LLC
ST. GEORGE, Utah
·
11 registered advisors
·
CRD# 154690
SEC# 801-71833
8
435-674-1600
01
Firm Overview
AUM
$6.8B
Regulatory assets under management
Employees
72
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SOLTIS INVESTMENT ADVISORS, LLC
11 registered advisors
Brent David Moore
ST. GEORGE, Utah
CRD# 5929200
Christie Nichole Behunin
ST. GEORGE, Utah
CRD# 5396096
Clark Valantine Taylor
ST. GEORGE, Utah
CRD# 4261299
Hal Gary Anderson
ST. GEORGE, Utah
CRD# 2432623
Kim Dean Anderson
ST. GEORGE, Utah
CRD# 1885428
Lon Edgar Henderson
ST. GEORGE, Utah
CRD# 1075600
Thomas James Adams
ST. GEORGE, Utah
CRD# 6244337
Timothy Matthew Brann
ST. GEORGE, Utah
CRD# 3121105
Tyler Jon Finlinson
ST. GEORGE, Utah
CRD# 4502449
Tyler Kay Wilkinson
ST. GEORGE, Utah
CRD# 2768116
William W Wallace
ST. GEORGE, Utah
CRD# 1706248
05
Office Locations
ST. GEORGE, Utah
11 advisors
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Data sourced from SEC Form ADV filings. SOLTIS INVESTMENT ADVISORS, LLC (CRD# 154690) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.