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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, KIM, DEAN | I | DIRECTOR/PARTNER | NA | |
| ANDERSON, KIM, DEAN | I | VICE PRESIDENT, PARTNER | NA | |
| ANDERSON, KIM, DEAN | I | VICE PRESIDENT, PARTNER | NA | |
| ANDERSON, KIM, DEAN | I | VICE PRESIDENT, PARTNER | NA | |
| WILKINSON, TYLER, KAY | I | DIRECTOR, PARTNER | NA | |
| WILKINSON, TYLER, KAY | I | VICE PRESIDENT, PARTNER | NA | |
| WILKINSON, TYLER, KAY | I | VICE PRESIDENT, PARTNER | NA | |
| WILKINSON, TYLER, KAY | I | VICE PRESIDENT, PARTNER | NA | |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO PARTNER | D | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO PARTNER | D | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO PARTNER | D | Control |
| ANDERSON, HAL, GARY | I | VICE PRESIDENT, CFO, CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| ANDERSON, HAL, GARY | I | VICE PRESIDENT, CFO/CCO | C | Control |
| ANDERSON, HAL, GARY | I | EXECUTIVE VICE PRESIDENT, CFO, CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| ANDERSON, HAL, GARY | I | VICE PRESIDENT, CFO/CIO | C | Control |
| ANDERSON, HAL, GARY | I | VICE PRESIDENT, CFO/CCO | C | Control |
| ANDERSON, HAL, GARY | I | VICE PRESIDENT, CFO/CIO | C | Control |
| ANDERSON, HAL, GARY | I | EXECUTIVE VICE PRESIDENT, CFO, CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| ANDERSON, HAL, GARY | I | VICE PRESIDENT, CFO/CIO | C | Control |
| ANDERSON, HAL, GARY | I | VICE PRESIDENT, CFO/CIO | C | Control |
| ANDERSON, HAL, GARY | I | EXECUTIVE VICE PRESIDENT, CFO, CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| ANDERSON, HAL, GARY | I | EXECUTIVE VICE PRESIDENT, CFO, CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO PARTNER | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO PARTNER | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO PARTNER | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO | C | Control |
| HENDERSON, LON, EDGAR | I | PRESIDENT, CEO PARTNER | C | Control |
| SMITH, HYRUM, WAYNE | I | ADVISORY BOARD/PARTNER | C | Control |
| SMITH, HYRUM, WAYNE | I | CHAIRMAN | C | Control |
| SMITH, HYRUM, WAYNE | I | ADVISORY BOARD/PARTNER | C | Control |
| SMITH, HYRUM, WAYNE | I | CHAIRMAN | C | Control |
| SMITH, HYRUM, WAYNE | I | CHAIRMAN | C | Control |
| SMITH, HYRUM, WAYNE | I | CHAIRMAN | C | Control |
| SMITH, HYRUM, WAYNE | I | ADVISORY BOARD/PARTNER | C | Control |
| SMITH, HYRUM, WAYNE | I | CHAIRMAN | C | Control |
| SMITH, HYRUM, WAYNE | I | CHAIRMAN | C | Control |
| SMITH, HYRUM, WAYNE | I | ADVISORY BOARD/PARTNER | C | Control |
| ANDERSON, HAL, GARY | I | EXECUTIVE VICE PRESIDENT, CFO, CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
| ANDERSON, HAL, GARY | I | EXECUTIVE VICE PRESIDENT, CFO, CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
Registrations
Federal
IA
Nov 7, 2005 REGISTERED
Notice Filings (6)
AZ CA FL ID NV UT
Address
20 NORTH MAINSUITE 400
ST GEORGE, UT 84770
USA
Phone: 435-674-1600