Soltis Investment Advisors

Financial Services • Ivins, Utah, United States • 101-200 Employees

Company overview

Headquarters	20 N Main Street, Suite 400, St. George, UT 84770, US
Phone number	+14356741600
Website	soltisadvisors.com
NAICS	52
SIC	628
Keywords	Risk Management, Education, Fiduciary Services, Financial Planning, Charitable Giving, Collaborative Income Tax & Estate Planning, Individual & Institutional Investment Management, Multi-Generational Wealth Consulting, Retirement Plan Benchmarking & Selection
Founded	1993
Employees	101-200
Socials

Key Contacts at Soltis Investment Advisors

Clive Cholerton

Member Board Of Directors

Geoffrey Johnson

Director Institutional & Retirement Plan Services

Bill Wallace

Managing Director Public Investments

Shawn S. Woods

Director Of Investment Research

Tyler Finlinson

Partner, Director Of Business Development, Senior Advisor

Kelli Holmstead

Director Of Operations

Soltis Investment Advisors Email Formats

Soltis Investment Advisors uses 5 email formats. The most common is {first name} (e.g., john@soltisadvisors.com), used 79.7% of the time.

Format	Example	Percentage
{first name}	john@soltisadvisors.com	79.7%
{first initial}.{last name}	j.doe@soltisadvisors.com	13%
{last name}{first initial}	doej@soltisadvisors.com	2.9%
{first initial}{last name}	jdoe@soltisadvisors.com	1.4%
{first name}{last name}	johndoe@soltisadvisors.com	1.4%

About Soltis Investment Advisors

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.

Soltis Investment Advisors revenue & valuation

Annual revenue	$26,200,000
Revenue per employee	$224,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$83,800,000
Total funding	No funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Soltis Investment Advisors has 80 employees across 7 departments.

Departments

Number of employees

Funding Data

Soltis Investment Advisors has never raised funding before.

Soltis Investment Advisors Tech Stack

Discover the technologies and tools that power Soltis Investment Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

WP Rocket

Caching

jQuery Mobile

Mobile frameworks

Zoominfo

Analytics

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

Apple iCloud Mail

Webmail

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Salesforce

CRM

Frequently asked questions

Soltis Investment Advisors is located in Ivins, Utah, US.

You can reach Soltis Investment Advisors at +14356741600.

Soltis Investment Advisors was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

Soltis Investment Advisors has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.