SOLTIS INVESTMENT ADVISORS, LLC

20 North Main
Suite 400
St. George, Utah 84770
Tel: 435-674-1600

About SOLTIS INVESTMENT ADVISORS, LLC

SOLTIS INVESTMENT ADVISORS, LLC, formally registered with the SEC as SOLTIS INVESTMENT ADVISORS, LLC. The firm was established in 09/20/2010. They have over 10 offices throughout the country.

SOLTIS INVESTMENT ADVISORS, LLC is a St. George, Utah based Financial Planning firm with nearly $6,821,969,061 assets under management, offering retirement planning & investment advisory services to 3884 clients. The firm is staffed with 72 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154690
SEC#	801-71833
Assets Managed by Firm	$6,821,969,061
No. of Clients	3884
No. of Advisors	72

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3884	$6,821,969,061
Individuals (other than high net worth individuals)	1592	$320,895,820
High net worth individuals	2139	$3,895,821,801
Pension and profit sharing plans	115	$2,342,370,031
Charitable organizations	19	$175,155,782
Corporations or other businesses	19	$87,725,627

More Retirement Planning firms in St. George, Utah:

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BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24
GRANDEUR PEAK GLOBAL ADVISORS 136 S Main St, Ste 720 Salt Lake City, UT, 84101	$6,316,870,974	18	53

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