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  1. Companies/
  2. Soltis Investment Advisors, LLC

Filings through Oct 24, 2026.

Soltis Investment Advisors, LLC

EIN 27-3188744-financial services-Latest filing 2025
Plans
1
Retirement
1
$19.8M assets
Health & Benefits
0
Participants
139
20 NORTH MAIN STREET, SUITE 400 - ST. GEORGE, UT 84770435-674-1600soltisadvisors.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$19.8M - 139 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN

401(k)

Assets$19.8M
Participants139
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN401(k)$19.8M1392025
  • SOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN$19.8M
    #001 · 401(k) · 2025139
Retirement plans
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