FinTech

Soltis

June 2024
St. George, UT /
Website
LinkedIn Profile

Latest Insights & News

• Soltis Advisors Announces Capital Partnership with Estancia Capital Partners and LLR Partners to Accelerate Growth and Enhance Service Offerings
• Soltis Investment Advisors Appoints Neal Simon and Clive Cholerton to Board of Directors
• Soltis Investment Advisors Announces Addition of High End Financial Led by Jay Wells
• Soltis Investment Advisors Named to Citywire’s 2025 List of 50 Growers Across America
• Soltis Investment Advisors Strengthens In-House Tax Capabilities with Addition of GDM Private Financial Solutions
• Soltis Investment Advisors Grows Midwest Team with Addition of Ohio-Based Artifex Financial Group

Soltis Investment Advisors, LLC ("Soltis") is an SEC registered investment advisory firm with approximately $14 billion in assets under management and assets under advisement across the U.S. Soltis provides comprehensive financial planning and investment management services to individuals and families as well as retirement plan sponsor services.

Status

Active

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