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Summer Elizabeth Keith

HIGHSIDE GLOBAL MANAGEMENT LLC·DALLAS, Texas
Clean recordHIGHSIDE GLOBAL MANAGEMENT LLC
4143 MAPLE AVE, SUITE 130, DALLAS, TX 75219CRD# 6024406Firm CRD# 282963

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Summer Elizabeth Keith · DALLAS, TX
Registration
CRD #6024406 · HIGHSIDE GLOBAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Summer Elizabeth Keith is a registered financial advisor based in DALLAS, Texas, affiliated with HIGHSIDE GLOBAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HIGHSIDE GLOBAL MANAGEMENT LLC
HIGHSIDE GLOBAL MANAGEMENT LLC
AUM
$420M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HIGHSIDE GLOBAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6024406
Firm CRD# 282963
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Summer Elizabeth Keith offer?
Summer Elizabeth Keith specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Summer Elizabeth Keith's credentials?
Summer Elizabeth Keith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Summer Elizabeth Keith located?
Summer Elizabeth Keith is based in DALLAS, Texas, working with HIGHSIDE GLOBAL MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Summer Elizabeth Keith charge for services?
Summer Elizabeth Keith's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGHSIDE GLOBAL MANAGEMENT LLC?
HIGHSIDE GLOBAL MANAGEMENT LLC has approximately 6 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HIGHSIDE GLOBAL MANAGEMENT LLC

Zachary C. Petrone
DALLAS, TX

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Research
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