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.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||19|
|Percentage of Advisors Trusted||50%|
|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|