SUMMIT INVESTMENT ADVISORY SERVICES
Tel: (651) 490-2939 3065 Center Pointe Drive Suite 2 Roseville, Minnesota 55113
About SUMMIT INVESTMENT ADVISORY SERVICES
SUMMIT INVESTMENT ADVISORY SERVICES is a Roseville, Minnesota based financial advisory firm with nearly $632,510,025 in assets under management and provides investment advisory services for 2251 clients. There are currently 13 financial advisors at the firm.
General Information
Firm CRD#:
168594
Firm SEC#:
801-110650
Assets Under Management:
$632,510,025
No. of Clients:
2251
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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