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Estancia Managing Directors, LLC

MemberSoltis Investment Advisors, LLC

About Estancia Managing Directors, LLC

Estancia Managing Directors, LLC is listed as Member at Soltis Investment Advisors, LLC in St. George, UT. Form ADV reports a beneficial ownership band of Over 75%. Estancia Managing Directors, LLC is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Soltis Investment Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Estancia Managing Directors, LLC work?

Estancia Managing Directors, LLC is listed as Member at Soltis Investment Advisors, LLC on SEC Form ADV.

How much of Soltis Investment Advisors, LLC does Estancia Managing Directors, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Soltis Investment Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2021
View Soltis Investment Advisors, LLC →

Soltis Investment Advisors, LLC

TitleManager
Ownership—
Control personYes
Since2021
View Soltis Investment Advisors, LLC →