Overview
Assets Under Management: $633 million
Headquarters: ROSEVILLE, MN
High-Net-Worth Clients: 5
Average Client Assets: $51 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.25
Average High-Net-Worth Client Assets: $51 million
Total Client Accounts: 2,251
Discretionary Accounts: 2,245
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 168594
Filing ID: 1956193
Last Filing Date: 2025-03-12 11:49:00
Website: https://summitinvest.com