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Timothy Francis Bock

SUMMIT PORTFOLIO MANAGEMENT LLC·LAS VEGAS, Nevada
Series 7, Series 24, Series 63, Series 65Clean record29 years registeredSUMMIT PORTFOLIO MANAGEMENT LLC
10091 PARK RUN DRIVE, LAS VEGAS, NV 89145CRD# 1031820Firm CRD# 111243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Francis Bock · LAS VEGAS, NV
Registration
CRD #1031820 · SUMMIT PORTFOLIO MANAGEMENT LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

ADAPTIVE WEALTH ENGINEERING
Jul 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT PORTFOLIO MANAGEMENT LLC
CRD 111243 · SEC 801-46423
AUM
$169M
Regulatory assets under management
Employees
4
477 client accounts
Services offered by SUMMIT PORTFOLIO MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMIT PORTFOLIO MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Timothy Francis Bock offer?
Timothy Francis Bock specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Timothy Francis Bock's credentials?
Timothy Francis Bock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Francis Bock located?
Timothy Francis Bock is based in LAS VEGAS, Nevada, working with SUMMIT PORTFOLIO MANAGEMENT LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Timothy Francis Bock charge for services?
Timothy Francis Bock's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT PORTFOLIO MANAGEMENT LLC?
SUMMIT PORTFOLIO MANAGEMENT LLC has approximately 4 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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