Summit Portfolio Managementverified_user

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Last updated: February 18th, 2020. Data source: SEC filings.

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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 $103.7 million and provides investment advisory services for 100 clients (1:100 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 19
Percentage of Advisors Trusted 50%
Minimum Investment $250,000
Average Client Balance $1,036,934
Total AUM $103.7 million
Advisor / Client Ratio 1:100
SEC Filings View SEC IAPD CRD #111243
State(s) Registered AZ, CA, NV, TX

SEC data last verified 02/18/2020. 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.