Soltis investment advisors llc
WebMar 13, 2024 · Soltis Investment Advisors LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL – Get Rating) by 9.0% during the 3rd quarter, according to its most recent filing with the Securities & Exchange ... WebNov 4, 2024 · Firm Details for SOLTIS INVESTMENT ADVISORS, LLC, Location: Utah, AUM = 5199963238.00, Last Form ADV Filed : 04-November-2024, Officers: ANDERSON, KIM, DEAN ...
Soltis investment advisors llc
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WebSOLTIS INVESTMENT ADVISORS, LLC . 20 North Main, Suite 400 . St. George, Utah 84770. A SEC Registered Advisory Firm. 1 Established 1993 . FIRM BROCHURE, OCTOBER 2024 . This brochure provides information about the qualifications and business practices of Soltis Investment Advisors, LLC (“Soltis”). If you have any questions about the WebIAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators ... SOLTIS INVESTMENT ADVISORS, LLC CRD#: 154690 222 S Main Ste 1776 Salt Lake City, UT 84101 . 0 . Disclosures . 3 Years of Experience . 1 Firm . 1 . Exam Passed . 3 . Licenses . 0 .
WebSoltis Investment Advisors, LLC is a large advisory firm based in St. George. It manages $1.18 billion of regulatory assets for 1,238 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states. Soltis Investment Advisors provides ... WebSoltis 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 …
WebContact Information. 20 N Main St Ste 400. St George, UT 84770-5601. Visit Website. (435) 674-1600. WebSoltis Investment Advisors, LLC is an advisory company that has its headquarters in Saint George, Utah. The investment advisory business has offices in five locations and a total of 40 people on staff. It administers $3 billion in assets under management between its …
WebThe Soltis Investment Advisors, LLC logo is a green Möbius Strip sprayed with light. A Möbius Strip is a surface with only one side and one edge. If you draw a continuous line starting anywhere on the surface, the line will extend along the entire surface and return to … Wealth Management Services. Investment Management. Income Tax Planning. E…
WebJun 22, 1993 · The advisory team at Soltis Investment Advisors includes 24 advisor(s). The average advisor to client ratio is 1 advisor per 110 clients, but advisors may work with a higher or lower number of clients based on firm practices. The fees charged by financial advisory firms depended on the types of services they perform for each client. redis feed流WebIAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators ... SOLTIS INVESTMENT ADVISORS, LLC CRD#: 154690 222 S Main Ste 1776 Salt Lake City, UT 84101 . 0 . Disclosures . 1 Year of Experience . 1 Firm . 1 . Exam Passed . 1 . State License . 0 . ric flair batistaWebSoltis Investment Advisors, LLC is an advisory company based in Saint George, Utah. The firm has offices in five locations and a total of 40 financial advisors. It handles $3 billion in total assets between its 1,989 client accounts, placing it among the largest financial … ric flair beckyWebApr 6, 2024 · Soltis Investment Advisors holds 12K shares representing 0.00% ownership of the company. No change in the last quarter. ESPAX - Wells Fargo Special Small Cap Value Fund holds 4,162K shares ... redis fixed length listWebSoltis Investment Advisors is a large advisory firm with 2624 clients and discretionary assets under management (AUM) of $5,199,963,238 (Form ADV from 2024-11-04). Their last reported 13F filing for Q4 2024 included $759,657,879 in managed 13F securities and a … ric flair big house big side of townredis featuresWebSoltis Investment Advisors, LLC is an advisory firm based in Saint George, Utah. The company has $3.3 billion in total assets throughout 1,989 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management … ric flair bathtub