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Soltis Investment Advisors

EST. AUM
$12,036,590,400

CONTACTS
14

CLIENT ACCOUNTS
5,414

Firm Details

Metro area Salt Lake City
CRD Number 154690
Website soltisadvisors.com
Client types

Overview

Full service financial planning, investment management and retirement plan services firm headquartered in St. George, UT with $6.9 billion in assets. In addition to their wealth management practice, Soltis provides consultation to Plan Sponsor Fiduciaries for Defined Benefit, Defined Contribution, Profit Sharing, and Non-Qualified Plans. Invest in strategies mainly through mutual funds, CITs, ETFs and to a lesser extent LPs. Custodian Schwab and Fidelity. Soltis is conservative by nature, they are fee conscious and low turnover. They have offices in Salt Lake City, Texas, Arizona, Washington and Michigan

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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