Soltis Investment Adviser Listing Updated
Utah State Money Management Council | State of UtahState · Salt Lake City, UT- Document date
- Jun 30, 2025
The 30-second brief
The Utah State Money Management Council reviewed Soltis Investment Advisors' annual certified investment adviser listing. The firm deleted one agent and added one new agent; no contract amount was stated.
Soltis Investment Advisors holds this financial services contract with Utah State Money Management Council | State of Utah. Its other public contracts on record include work for Southern Utah University and Utah Office of the State Treasurer | State of Utah.
Term as filed: Annual certification cycle reviewed June 30, 2025.
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Contract details
- Contract type
- Financial Services
- Document date
- June 30, 2025
- Term
- Annual certification cycle reviewed June 30, 2025
- Source document
- Utah State Money Management Council Minutes June 30, 2025 (Minutes)
Soltis Investment Advisors's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Utah State Money Management Council | State of Utah?
Soltis Investment Advisors was awarded this financial services contract by Utah State Money Management Council | State of Utah, as recorded on June 30, 2025.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Utah State Money Management Council Minutes June 30, 2025 (Minutes), dated June 30, 2025 from Utah State Money Management Council | 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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What is Utah State Money Management Council | State of Utah currently buying?
Explore Utah State Money Management Council | State of Utah's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.