Soltis Investment Advisors Overview

  • Year Founded
  • 1993

Year Founded

  • Status
  • Private

  • Employees
  • 110

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

Soltis Investment Advisors General Information

Description

Operator of an SEC-registered investment advisory and wealth management firm intended to 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. The company provides wealth management and comprehensive financial planning services to individuals and families, in addition, offers investment advice and plan consultation to retirement plans for successful small to medium-sized businesses, these services are provided independently of any third-party relationship.

Contact Information

Website
www.soltisadvisors.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 20 North Main
  • Suite 400
  • St. George, UT 84770
  • United States
+1 (435)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Corporate Office
  • 20 North Main
  • Suite 400
  • St. George, UT 84770
  • United States
+1 (435)

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Soltis Investment Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Soltis Investment Advisors Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Soltis Investment Advisors Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Soltis Investment Advisors FAQs

  • When was Soltis Investment Advisors founded?

    Soltis Investment Advisors was founded in 1993.

  • Where is Soltis Investment Advisors headquartered?

    Soltis Investment Advisors is headquartered in St. George, UT.

  • What is the size of Soltis Investment Advisors?

    Soltis Investment Advisors has 110 total employees.

  • What industry is Soltis Investment Advisors in?

    Soltis Investment Advisors’s primary industry is Asset Management.

  • Is Soltis Investment Advisors a private or public company?

    Soltis Investment Advisors is a Private company.

  • What is Soltis Investment Advisors’s current revenue?

    The current revenue for Soltis Investment Advisors is .

  • Who are Soltis Investment Advisors’s investors?

    Estancia Capital Management, LLR Partners, and Emigrant Partners have invested in Soltis Investment Advisors.

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