NEW SUMMIT INVESTMENTS LLC

MANCHESTER, Massachusetts·2 registered advisors·CRD# 285219
SEC# 801-1210611978-578-4265
01

Firm Overview

AUM
$122M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at NEW SUMMIT INVESTMENTS LLC

2 registered advisors
Adam David Seitchik
MANCHESTER, Massachusetts
Alexander J. Lamb
MANCHESTER, Massachusetts
05

Office Locations

MANCHESTER, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. NEW SUMMIT INVESTMENTS LLC (CRD# 285219) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.