Soltis Investmetn Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,008

Total plan assets

$35.6M

Filings (rows)

Direct comp

$47K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Momenta, Inc. Soltis EZ 401(k) Pooled Employer Plan · all filings	SANTA CLARA, CA	Advisor / Consultant	1,008	$35.6M	$47K	$0