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SUMMIT GLOBAL INVESTMENTS, LLC
SUMMIT GLOBAL INVESTMENTS, LLC
BOUNTIFUL, Utah
·
4 registered advisors
·
CRD# 157091
SEC# 801-76631
4
888-251-4847
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SUMMIT GLOBAL INVESTMENTS, LLC
4 registered advisors
Bryce Jay Sutton
BOUNTIFUL, Utah
CRD# 2789705
David Lee Harden
BOUNTIFUL, Utah
CRD# 2408466
Mark Lynn Kenison
BOUNTIFUL, Utah
CRD# 2647751
Richard Lee Thawley
BOUNTIFUL, Utah
CRD# 1131657
05
Office Locations
BOUNTIFUL, Utah
4 advisors
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Data sourced from SEC Form ADV filings. SUMMIT GLOBAL INVESTMENTS, LLC (CRD# 157091) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.