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Soltis Investment Adviser List Updated

Utah Office of the State Treasurer | State of Utah logoUtah Office of the State Treasurer | State of Utah
Document date
Sep 18, 2025

The 30-second brief

What it covers

Utah reviewed Soltis Investment Advisors during annual recertification. The firm deleted one agent and added one new agent.

Who holds it

Soltis Investment Advisors holds this financial services contract with Utah Office of the State Treasurer | State of Utah. Its other public contracts on record include work for Southern Utah University and Utah State Money Management Council | State of Utah.

What happens next

Term as filed: Annual recertification reviewed June 30, 2025.

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Contract details

Contract type
Financial Services
Document date
September 18, 2025
Term
Annual recertification reviewed June 30, 2025
Vendor
Soltis Investment Advisors
Agency
Utah Office of the State Treasurer | State of Utah
Source document
Utah Money Management Council AgendaPacket Public Funds Allotments And Reports 2025-09-18 (AgendaPacket)

Soltis Investment Advisors's other public contracts

Southern Utah University, UtahSUU Highlights Ongoing Investment Advisory Work with Soltis · Mar 27, 2026UndisclosedUtah State Money Management Council | State of Utah, UtahSoltis Investment Adviser Listing Updated · Jun 30, 2025UndisclosedSouthern Utah University, UtahSUU Investment Report Lists Soltis Advisory Assets · Mar 15, 2024UndisclosedUtah Tech University, UtahSoltis Investment Advisors Continues Foundation Investment Work · Mar 5, 2021UndisclosedAll Soltis Investment Advisors contractsVendor profile

More Utah Office of the State Treasurer | State of Utah contracts

Janney Montgomery Scott LLCJanney Montgomery Scott Dealer Listing Not Renewed · Sep 17, 2026UndisclosedUmb Bank National AssociationUMB Bank Added To Qualified Depository List · Sep 17, 2026UndisclosedD.A. Davidson & CompanyD.A. Davidson Certified For Dealer And Adviser Roles · Sep 17, 2026UndisclosedSoltis Investment Advisors LLCSoltis Investment Advisors Remains Certified · Sep 17, 2026UndisclosedPacific Investment Management Company LLC (Pimco)PIMCO Adviser Application Remains Pending · Sep 17, 2026UndisclosedAll Utah Office of the State Treasurer | State of Utah activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Utah Office of the State Treasurer | State of Utah?

Soltis Investment Advisors was awarded this financial services contract by Utah Office of the State Treasurer | State of Utah, as recorded on September 18, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Utah Money Management Council AgendaPacket Public Funds Allotments And Reports 2025-09-18 (AgendaPacket), dated September 18, 2025 from Utah Office of the State Treasurer | State of Utah. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Soltis Investment Advisors hold?

Soltis Investment Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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Explore Utah Office of the State Treasurer | State of Utah's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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