SOLTIS INVESTMENT ADVISORS, LLC of ST. GEORGE, UT is an SEC-registered investment adviser (CRD 154690). Regulatory assets under management: $12.0B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
Showing 25 of 31 people.
| Name | Role | Location |
|---|---|---|
| Hal Gary Anderson | CIO ALTERNATIVE INVESTMENTS; DIRECTOR | — |
| Clark Valantine Taylor | CEO; VICE PRESIDENT, WEALTH MANAGEMENT SERVICES | — |
| Tyler Jon Finlinson | PRESIDENT; VICE PRESIDENT, RETIREMENT PLAN SERVICES | — |
| Brent David Moore | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT BUSINESS DEVELOPMENT | — |
| Michael Casares Mendez | MANAGING DIRECTOR; MEMBER; TRUSTEE | — |
| Takashi Bayard Moriuchi | DIRECTOR; MEMBER | — |
| Cheryl Lynn Mendez | TRUSTEE | — |
| Casey James T Barrus | CFO | — |
| Kenneth Ian Grossfield | GENERAL COUNSEL AND CCO | — |
| Neal Jerry Simon | DIRECTOR | — |
| Mitchell Louis Hollin | DIRECTOR | — |
| Kim Dean Anderson | CEO | — |
| Tyler Kay Wilkinson | CCO; CFO AND CCO | — |
| William W Wallace | CIO PUBLIC INVESTMENTS | — |
| Dana Alan Kurttila | DIRECTOR | — |
| MORIUCHI TAKASHI BAYARD | MEMBER | — |
| MENDEZ MICHAEL CASARES | MANAGING DIRECTOR; MEMBER; TRUSTEE | — |
| HENDERSON LON EDGAR | MANAGING MEMBER, PRESIDENT AND CEO; MANAGING PARTNER, CHAIRMAN; MEMBER (+3 more) | — |
| ANDERSON HAL GARY | CIO ALTERNATIVE INVESTMENTS; EVP & CHIEF COMPLIANCE OFFICER; EXECUTIVE VP / CCO (+6 more) | — |
| ANDERSON KIM DEAN | CEO; MANAGING PARTNER, COO, VICE PRESIDENT, RETIREMENT PLAN SERVICES; MANAGING PARTNER, PRESIDENT, CEO (+2 more) | — |
| WILKINSON TYLER KAY | CFO AND CCO; MANAGING PARTNER, CFO, CCO; MEMBER, CCO AND CFO (+2 more) | — |
| MOORE ALAN DAVID | MANAGING PARTNER, SENIOR ADVISOR; MANAGING PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT; MEMBER, SENIOR ADVISOR (+1 more) | — |
| ADAMS GREGORY JAMES | PARTNER, SENIOR ADVISOR | — |
| TAYLOR CLARK VALANTINE | MANAGING PARTNER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES; MEMBER, VICE PRESIDENT, WEALTH MANAGEMENT SERVICES; REGISTERED INVESTMENT ADVISOR (+2 more) | — |
| MENDEZ CHERYL LYNN | TRUSTEE | — |