SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC

BELLEVUE, Washington·1 registered advisor·CRD# 139728
SEC# 801-69479425-646-7101
01

Firm Overview

AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Retirement Planning
04

Advisors at SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC

1 registered advisor
Chris Young Yoo
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
1 advisor

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Data sourced from SEC Form ADV filings. SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC (CRD# 139728) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.