Decision Makers
Partner, Senior Advisor
This person is in charge of making significant choices for Soltis Investment Advisors. E-mail: c****@thunderbird.com, Phone: 14356741600 is available on SoftwareOfficial.
Financial Student
Matthew Bass is responsible for making valuable decisions for Soltis Investment Advisors. E-mail: m****@thunderbird.com, Phone: 14356741616 is available on SoftwareOfficial.
Company Details
Last Update
Jul 14, 2022
Doing business as
Soltis Investment Advisers
Soltis Investment Advisors
Soltis Investment Advisors, LLC
Smith Henderson And Associates
Location
20 N Main St STE 400, Saint George, UT 84770
Phone
(***) ***-1600
(***) ***-1616
(***) ***-1601
Industry
Financial Services
Investment Advisory Service
Investment Advice
Category
Investment Advisory Service
Financial Services
Specialties
Individual & Institutional Investment Management
Financial Planning
Collaborative Income Tax & Estate Planning
Charitable Giving
Founded
1993
Number of Employee
11-50 employees
Products
Accounting
Annuities
Asset Management
Bonds
SIC
6282 - Investment Advice
SIC6
628299 - Investment advice, nec
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities