Soltis Investment Advisors, Inc. is a firm that provides financial advisor and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Utah, Nevada, and Texas (although they are present in other states as well).
Most Soltis Investment Advisors, Inc. clients are elementary and secondary schools, outpatient health care practitioners and facilities, hospitals, museums, historical sites, and similar institutions, and trade associations with revenues ranging from $16 million to $131 million.
Previous legal names, trade names, or just variations of their name include: Soltis Investment Advisors LLC.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Challenger School Foundation | 501(c)(3) | Sandy, UT |
| 2 | Moab Regional Hospital (MRH) | 501(c)(3) | Moab, UT |
| 3 | Waterford Institute | 501(c)(3) | Taylorsville, UT |
| 4 | Mountainlands Community Health Center | 501(c)(3) | Provo, UT |
| 5 | The Mob Museum | 501(c)(3) | Las Vegas, NV |
| 6 | Associated Builders and Contractors - Texo Chapter | 501(c)(6) | Dallas, TX |
Competitors to Soltis Investment Advisors, Inc. in the nonprofit sector include Cambridge Associates, Aon Consulting Inc, Stancorp Financial Group, Fidelity, The Vanguard Group, JP Morgan Chase Bank N.a., Matrix Trust Company, Principal, Massachusetts Mutual Life Ins. Co., and Gallagher Benefit Services Inc.
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