Overview
Assets Under Management: $222 million
Headquarters: PEPPER PIKE, OH
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 750
Discretionary Accounts: 750
Regulatory Filings
CRD Number: 121335
Last Filing Date: 2024-03-14 00:00:00
Website: https://www.summit-capital.com