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SUMMIT PORTFOLIO MANAGEMENT LLC
SUMMIT PORTFOLIO MANAGEMENT LLC
LAS VEGAS, Nevada
·
1 registered advisor
·
CRD# 111243
SEC# 801-46423
0
702 838 9999
01
Firm Overview
AUM
$169M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SUMMIT PORTFOLIO MANAGEMENT LLC
1 registered advisor
Timothy Francis Bock
LAS VEGAS, Nevada
CRD# 1031820
05
Office Locations
LAS VEGAS, Nevada
1 advisor
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Data sourced from SEC Form ADV filings. SUMMIT PORTFOLIO MANAGEMENT LLC (CRD# 111243) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.