NEW SUMMIT INVESTMENTS LLC
Tel: 978-578-4265 13 Elm Street Suite 2 Manchester, Massachusetts 01944
About NEW SUMMIT INVESTMENTS LLC
NEW SUMMIT INVESTMENTS LLC is a Manchester, Massachusetts based financial advisory firm with nearly $121,942,042 in assets under management and provides investment advisory services for 6 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
285219
Firm SEC#:
801-121061
Assets Under Management:
$121,942,042
No. of Clients:
6
No. of Advisors:
4
Advisory Services Provided:
Portfolio management for pooled investment vehicles
Fee Structure:
A percentage of AUM, Performance Based
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