SOLTIS INVESTMENT ADVISORS, INC.
CRD #106134 SEC #801-43962 ST GEORGE, UT 435-674-1600
SEC Registered
Total AUM
$647.9M
Discretionary
$642.8M
Employees
10
Clients
251
Accounts
1,621
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $886.9M | $873.1M | $13.8M | -- | -- |
| Sep 2010 | $732M | $719.8M | $12.2M | -- | -- |
| Sep 2010 | $732M | $719.8M | $12.2M | -- | -- |
| Sep 2009 | $599.5M | $589.1M | $10.4M | -- | -- |
| Mar 2009 | $599.5M | $589.1M | $10.4M | -- | -- |
| Mar 2008 | $839.1M | $827M | $12.1M | -- | -- |
| Mar 2007 | $729.4M | $724.4M | $5M | -- | -- |
| Mar 2006 | $728.4M | $723.4M | $5.1M | 10 | -- |
| Nov 2005 | $647.9M | $642.8M | $5.2M | 10 | -- |
| Jul 2004 | $533.4M | $530M | $3.4M | 10 | -- |
| Apr 2004 | $533.4M | $530M | $3.4M | 10 | -- |
| Dec 2003 | $358.1M | $354.5M | $3.6M | 10 | -- |
| Apr 2002 | $349.2M | $345.5M | $3.7M | 10 | -- |
DateMar 2011
Total AUM$886.9M
Discretionary$873.1M
Non-Disc.$13.8M
Employees--
Clients--
DateSep 2010
Total AUM$732M
Discretionary$719.8M
Non-Disc.$12.2M
Employees--
Clients--
DateSep 2010
Total AUM$732M
Discretionary$719.8M
Non-Disc.$12.2M
Employees--
Clients--
DateSep 2009
Total AUM$599.5M
Discretionary$589.1M
Non-Disc.$10.4M
Employees--
Clients--
DateMar 2009
Total AUM$599.5M
Discretionary$589.1M
Non-Disc.$10.4M
Employees--
Clients--
DateMar 2008
Total AUM$839.1M
Discretionary$827M
Non-Disc.$12.1M
Employees--
Clients--
DateMar 2007
Total AUM$729.4M
Discretionary$724.4M
Non-Disc.$5M
Employees--
Clients--
DateMar 2006
Total AUM$728.4M
Discretionary$723.4M
Non-Disc.$5.1M
Employees10
Clients--
DateNov 2005
Total AUM$647.9M
Discretionary$642.8M
Non-Disc.$5.2M
Employees10
Clients--
DateJul 2004
Total AUM$533.4M
Discretionary$530M
Non-Disc.$3.4M
Employees10
Clients--
DateApr 2004
Total AUM$533.4M
Discretionary$530M
Non-Disc.$3.4M
Employees10
Clients--
DateDec 2003
Total AUM$358.1M
Discretionary$354.5M
Non-Disc.$3.6M
Employees10
Clients--
DateApr 2002
Total AUM$349.2M
Discretionary$345.5M
Non-Disc.$3.7M
Employees10
Clients--