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SUMMIT GLOBAL INVESTMENTS, LLC
Tel: 888-251-4847
620 South Main Street Bountiful, Utah 84010
SUMMIT GLOBAL INVESTMENTS, LLC
SUMMIT GLOBAL INVESTMENTS, LLC is a Bountiful, Utah based financial advisory firm with nearly $2,028,895,819 in assets under management and provides investment advisory services for 6110 clients. There are currently 32 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Other (ANALYTICAL SERVICES.)
Fee Structure:
A percentage of AUM, Hourly charges, Performance Based
Firm CRD#:
157091
SEC#:
801-76631
No. of Clients:
6110
Assets under Management
$2,028,895,819
No. of Advisors:
32
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