Thomas
Adams
Soltis Investment Advisors, LLC
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About this Advisor
Thomas Adams is a financial advisor based out of Saint George, Utah with 10 years of industry experience. Adams is an advisor for Soltis Investment Advisors, LLC. They have spent their complete career at Soltis Investment Advisors, Llc. Adams has a Series 65 license, designating them as an investment advisor representative, and can serve investors in California, Idaho, Nevada and Utah. Soltis Investment Advisors, LLC is an advisory company headquartered in Saint George, UT. The investment advisory business has offices in seven locations and a total of 56 employees. It has $6 billion in assets under management across its 3,387 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 3,387 client accounts, 50% are associated with high-net-worth investors who have greater than $1 million in investable assets. Soltis Investment Advisors, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically vary depending on the services offered. Fees billed by Soltis Investment Advisors, LLC likely include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$5,644,684,596
56
3,387
$1,666,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thomas Adams Work History
Thomas has been registered as a financial advisor for 10 years.*
Soltis Investment Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Saint George, UT
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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