Summit Portfolio Management Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on April 7th, 2020*. For data support, email "support@investor.com". Views: 203 (trailing six months).

Summit Portfolio Management, federally registered in 1994, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 1 advisors. Summit Portfolio Management manages $112.2 million and provides investment advisory services for 111 clients (1:111 advisor/client ratio).

Summit Portfolio Management does meet the requirements to be Trusted by investor.com. Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.

Trusted


Firm Information Value
Advisors Directory View Directory
Avg Advisor Years Registered 19
Percentage of Advisors Trusted 50%
Minimum Investment $250,000
Average Client Balance $1,011,109
Total AUM $112.2 million
Advisor / Client Ratio 1:111
Headquarters
SEC Filings View SEC IAPD CRD #111243
State(s) Registered AZ, CA, NV, TX

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*SEC data last verified 04/07/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

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