Company profile
Soltis Investment Advisors
To create, build, and manage wealth so our clients are free to pursue life's most important endeavors.
- Industry
- Financial Services
- Employees
- 137
- Headquarters
- St. George, UT
- Founded
- 1993
- LinkedIn followers
- 4,965
- Office locations
- 6
Soltis Investment Advisors company summary
Soltis Investment Advisors is a company in the Financial Services industry, headquartered in St. George, UT, founded in 1993. On LinkedIn the company has around 137 employees and 4,965 followers. The company lists 6 office locations. Its listed specialties include Individual & Institutional Investment Management, Financial Planning, Collaborative Income Tax & Estate Planning, Charitable Giving, Risk Management.
What technology does Soltis Investment Advisors use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
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.
Specialties
Where is Soltis Investment Advisors located?
Soltis Investment Advisors lists 6 office locations.
Compare companies similar to Soltis Investment Advisors
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Soltis Investment Advisors soltisadvisors.com | Financial Services | 137 | 1993 | St. George, UT |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Soltis Investment Advisors
What does Soltis Investment Advisors do?
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.
How many employees does Soltis Investment Advisors have?
Soltis Investment Advisors has around 137 employees on LinkedIn.
Where is Soltis Investment Advisors headquartered?
Soltis Investment Advisors is headquartered in St. George, UT.
Where does Soltis Investment Advisors have offices?
Soltis Investment Advisors lists 6 office locations, including St. George, UT, US; Bellevue, Washington, US; Chandler, Arizona, US; Novi, MI, US; Salt Lake City, UT, US.
When was Soltis Investment Advisors founded?
Soltis Investment Advisors was founded in 1993.
Build a lead list from companies like Soltis Investment Advisors
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.