Soltis Investment Advisors LLC
Soltis Investment Advisors is a private equity company based in St. George, UT. They operate 1 private fund and have approximately $1.4 billion in total assets under management (AUM). You can view more information on Soltis Investment Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below:
Contact Details for Soltis Investment Advisors
Soltis Investment Advisors, LLC
20 North Main
Suite 400
St. George, UT 84770
United States
Phone: 435-674-1600
Fax: 435-674-1616
Website: http://www.soltisadvisors.com
Overview of Soltis Investment Advisors
Org. Type: Limited Liability Company
Registration Country: United States
0
SEC#: 801-71833
Org#: 154690
Legal Issues: No legal issues reported
Company Type: Private Equity
Pooled Investments: 0 percent
Private Funds Managed(1): Wingate Private Equity Fund Lp
Ownership/Leadership of Soltis Investment Advisors
| Kim Dean Anderson | Member, Vice President,Retirement Plan Services |
| Tyler Kay Wilkinson | Member, Chief Compliance Officer And Chief Financial Officer |
| Soltis Investment Advisors Inc. | Entity |
| Lon Edgar Henderson | Member |
| Hal Gary Anderson | Managing Member, Chief Executive Officer | Member, Vice President, Wealth Management Services |
| Tyler Jon Finlinson | Director, Business Development |
| Brent David Moore | Member, Senior Advisor |
Soltis Investment Advisors Key Stats and Charts
Discretionary AUM: $1.4 billion
Rank: 210 out of 1975 private equity companies
Total AUM: $1.4 billion
Rank: 234 out of 1975 private equity companies
# of Accounts: 924
Rank: 32 out of 1975 private equity companies
Average Account Size: 1509873.18506
Rank: 861 out of 1975 private equity companies
# of Employees: 24
Rank: 259 out of 1975 private equity companies
# of Private Funds: 1
Rank: 1437 out of 1975 private equity companies
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