Director · Soltis Investment Advisors, LLC
Mitchell L. Hollin
CRD 1322948 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Soltis Investment Advisors, LLC, an SEC-registered wealth manager based in St. George, UT with $12.0 billion in regulatory assets, lists Mitchell L. Hollin on its Form ADV as Director. The SEC filings also name Mitchell at 1 other registered adviser.
Firms and roles
- Soltis Investment Advisors, LLCDirectorWealth manager · St. George, UT · $12B in regulatory assets
- Patriot Financial Manager, L.P.Limited PartnerPrivate fund adviser · Radnor, PA · $1.1B in regulatory assets
AtlasMembers
Mitchell’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (18)
- Hal G. AndersonDirector, Soltis Investment Advisors, LLC
- Clark V. TaylorCEO, Soltis Investment Advisors, LLC
- Tyler J. FinlinsonPresident, Soltis Investment Advisors, LLC
- Brent D. MooreExecutive Vice President, Soltis Investment Advisors, LLC
- Casey J. BarrusCFO, Soltis Investment Advisors, LLC
13 more people named with Mitchell on the same filings, with titles and firms. Free in Atlas with a free account.
See all 18 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mitchell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.