Overview
Assets Under Management: $633 million
Headquarters: ROSEVILLE, MN
High-Net-Worth Clients: 461
Average Client Assets: $819,793
Frequently Asked Questions
SUMMIT INVESTMENT ADVISORY SERVICES, LLC 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 #168594), SUMMIT INVESTMENT ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
SUMMIT INVESTMENT ADVISORY SERVICES, LLC is headquartered in ROSEVILLE, MN.
SUMMIT INVESTMENT ADVISORY SERVICES, LLC serves 461 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, SUMMIT INVESTMENT ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SUMMIT INVESTMENT ADVISORY SERVICES, LLC manages $633 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, SUMMIT INVESTMENT ADVISORY SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 461
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.75
Average High-Net-Worth Client Assets: $819,793
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