Overview
Assets Under Management: $170 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 47
Average Client Assets: $216,539
Frequently Asked Questions
SUMMIT PORTFOLIO MANAGEMENT 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 #111243), SUMMIT PORTFOLIO MANAGEMENT LLC is subject to fiduciary duty under federal law.
SUMMIT PORTFOLIO MANAGEMENT LLC is headquartered in LAS VEGAS, NV.
SUMMIT PORTFOLIO MANAGEMENT LLC serves 47 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, SUMMIT PORTFOLIO MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SUMMIT PORTFOLIO MANAGEMENT LLC manages $170 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, SUMMIT PORTFOLIO MANAGEMENT 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: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.00
Average High-Net-Worth Client Assets: $216,539
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