Overview
Assets Under Management: $170 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 4
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.00
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 108
Discretionary Accounts: 61
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 111243
Filing ID: 1963775
Last Filing Date: 2025-03-20 17:16:00
Website: https://summitportfolio.com