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Kevin Richard Malone

SUMMIT CAPITAL MANAGEMENT LLC·SEATTLE, Washington
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600 UNIVERSITY STREET, SEATTLE, WA 98101-4112CRD# 6038010Firm CRD# 106812
01

About

Kevin Richard Malone is a registered financial advisor based in SEATTLE, Washington, affiliated with SUMMIT CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SUMMIT CAPITAL MANAGEMENT LLC
SUMMIT CAPITAL MANAGEMENT LLC
AUM
$520M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SUMMIT CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6038010
Firm CRD# 106812
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Richard Malone offer?
Kevin Richard Malone specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Kevin Richard Malone's credentials?
Kevin Richard Malone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Richard Malone located?
Kevin Richard Malone is based in SEATTLE, Washington, working with SUMMIT CAPITAL MANAGEMENT LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Kevin Richard Malone charge for services?
Kevin Richard Malone'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 CAPITAL MANAGEMENT LLC?
SUMMIT CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $520M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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