SUMMIT GLOBAL INVESTMENTS, LLC - Financial Advisor in Utah, Bountiful

Tel: 888-251-4847 620 South Main Street Bountiful, Utah 84010

About 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

Firm CRD#:

157091

Firm SEC#:

801-76631

Assets Under Management:

$2,028,895,819

No. of Clients:

6110

No. of Advisors:

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

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