Unclaimed Profile

Elizabeth Steinbugler

SUMMIT PRIVATE INVESTMENTS, INC.·SUMMIT, New Jersey

Clean record13 years registeredSUMMIT PRIVATE INVESTMENTS, INC.

47 MAPLE STREET, SUMMIT, NJ 07901CRD# 1737333Firm CRD# 105373

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elizabeth Steinbugler · SUMMIT, NJ

Registration

CRD #1737333 · SUMMIT PRIVATE INVESTMENTS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT PRIVATE INVESTMENTS, INC.

CLAREMONT CONSULTING LLC

Mar 2013 – Sep 2023

LONGBOAT KEY, FL

Registrations & Exams

Registration record

First registered · March 4, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT PRIVATE INVESTMENTS, INC.

CRD 105373 · SEC 802-108341

AUM

$234M

Regulatory assets under management

Services offered by SUMMIT PRIVATE INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SUMMIT PRIVATE INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Elizabeth Steinbugler offer?

Elizabeth Steinbugler specializes in Investment Management, Retirement Planning.

What are Elizabeth Steinbugler's credentials?

Elizabeth Steinbugler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Steinbugler located?

Elizabeth Steinbugler is based in SUMMIT, New Jersey, last registered with SUMMIT PRIVATE INVESTMENTS, INC..

How does Elizabeth Steinbugler charge for services?

Elizabeth Steinbugler's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT PRIVATE INVESTMENTS, INC.?

SUMMIT PRIVATE INVESTMENTS, INC. is a registered investment adviser with the SEC, managing $234M in regulatory assets under management. See their Form ADV for full details.

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