


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 | |
| 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
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
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Frequently asked questions
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