Soltis Investment Advisors, LLC

Utah
Registered In
01/31/2012
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Soltis Investment Advisors, LLC at 20 N Main STE 400, Saint George, Ut 84770 lists Hal G Anderson of Saint George, UT.

Overview

Registered In
Utah
Incorporation Date
Company Type
Llc - Foreign
Status
Active - Current
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

Hal G Anderson Registered Agent
20 N MAIN STE 400, SAINT GEORGE, UT 84770

Map & Locations

20 N MAIN STE 400, SAINT GEORGE, UT 84770 View Map

Financials

Financial Information for Soltis Investment Advisors, LLC

Form 5500

SOLTIS INVESTMENT ADVISORS, LLC

20 North Main Street, Suite 400, St. George, Ut 84770 (800) 735-1601 EIN:27-3188744 Plan Admin:Tyler Wilkinson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY64 / 71 Assets BOY/EOY$8,258,219 / $9,275,581 2022 SOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001 64 / 71 $8,258,219 / $9,275,581
2021 Plan NameSOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY48 / 63 Assets BOY/EOY$6,405,759 / $8,258,219 2021 SOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001 48 / 63 $6,405,759 / $8,258,219
2020 Plan NameSOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY40 / 47 Assets BOY/EOY$4,719,958 / $6,405,759 2020 SOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001 40 / 47 $4,719,958 / $6,405,759
2019 Plan NameSOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY30 / 34 Assets BOY/EOY$3,580,291 / $4,719,958 2019 SOLTIS INVESTMENT ADVISORS, LLC 401(K) PLAN - Plan #001 30 / 34 $3,580,291 / $4,719,958
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SOLTIS INVESTMENT ADVISORS, LLC

20 North Main Street Suite 400, Saint George, Ut 84770-5601
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$522,355 Forgiven$0 LenderCache Valley Bank Jobs33 04/27/2020 $522,355 $0 Cache Valley Bank 33
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Sources

The following government agencies have contributed data:

• Utah Division of Corporations and Commercial Code • U.S. Department of Labor • U.S. Small Business Administration
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