Overview
Assets Under Management: $193 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Frequently Asked Questions
BLUE SUMMIT FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148782), BLUE SUMMIT FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
BLUE SUMMIT FINANCIAL GROUP, INC. is headquartered in SAN DIEGO, CA.
BLUE SUMMIT FINANCIAL GROUP, INC. serves 79 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, BLUE SUMMIT FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BLUE SUMMIT FINANCIAL GROUP, INC. manages $193 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, BLUE SUMMIT FINANCIAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 611
Discretionary Accounts: 611
Regulatory Filings
CRD Number: 148782
Last Filing Date: 2025-01-27 00:00:00
Website: https://bluesummitwealth.com