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 8 offices throughout the country.

SOLTIS INVESTMENT ADVISORS, LLC is a St. George, Utah based Financial Planning firm with nearly $5,644,684,596 assets under management, offering retirement planning & investment advisory services to 3387 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154690
SEC#	801-71833
Assets Managed by Firm	$5,644,684,596
No. of Clients	3387
No. of Advisors	56

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3387	$5,644,684,596
Individuals (other than high net worth individuals)	1569	$300,416,312
High net worth individuals	1695	$2,916,245,399
Pension and profit sharing plans	88	$2,207,175,459
Charitable organizations	18	$149,254,371
Corporations or other businesses	17	$71,593,055

Inquire with SOLTIS INVESTMENT ADVISORS, LLC

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SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$5,059,745,774	2315	29

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