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Soltis Investment Advisors Revenue and Competitors

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St. George, UT USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Soltis Investment Advisors's estimated annual revenue is currently $20.2M per year.(i)
  • Soltis Investment Advisors's estimated revenue per employee is $210,000

Employee Data

  • Soltis Investment Advisors has 96 Employees.(i)
  • Soltis Investment Advisors grew their employee count by 7% last year.

Soltis Investment Advisors's People

NameTitleEmail/Phone
1
Chief Financial Officer, CCOReveal Email/Phone
2
Partner, VP Wealth ManagementReveal Email/Phone
3
Director OperationsReveal Email/Phone
4
Director Investment ResearchReveal Email/Phone
5
Director Alternative Investment ResearchReveal Email/Phone
6
Director Customer CareReveal Email/Phone
7
Client Relationship ManagerReveal Email/Phone
8
Analyst & Client Relationship ManagerReveal Email/Phone
9
Client Relationship ManagerReveal Email/Phone
10
Client Relationship ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$107.4M4098%N/AN/A
#2
$44.4M1924%N/AN/A
#3
$2.3M18-40%N/AN/A
#4
$156.8M58825%N/AN/A
#5
$79.3M30257%N/AN/A
#6
$6.4M3836%N/AN/A
#7
$20.2M967%N/AN/A
#8
$5.9M350%N/AN/A
#9
$5.7M3410%N/AN/A
#10
$361.9M1231-2%N/AN/A
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What Is 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.

keywords:N/A

N/A

Total Funding

96

Number of Employees

$20.2M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15.8M979%N/A
#2
$28.4M985%N/A
#3
$17.5M106-4%N/A
#4
$15.9M106-6%N/A
#5
$15.4M1100%$9.8M