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NEW SUMMIT INVESTMENTS LLC
NEW SUMMIT INVESTMENTS LLC
MANCHESTER, Massachusetts
·
2 registered advisors
·
CRD# 285219
SEC# 801-121061
1
978-578-4265
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
CRD# 5073769
Alexander J. Lamb
MANCHESTER, Massachusetts
CRD# 7316474
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
.