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SUMMIT PRIVATE INVESTMENTS, INC.
SUMMIT PRIVATE INVESTMENTS, INC.
SUMMIT, New Jersey
·
1 registered advisor
·
CRD# 105373
SEC# 802-108341
0
908-522-1414
01
Firm Overview
AUM
$234M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at SUMMIT PRIVATE INVESTMENTS, INC.
1 registered advisor
Elizabeth Steinbugler
SUMMIT, New Jersey
CRD# 1737333
05
Office Locations
SUMMIT, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. SUMMIT PRIVATE INVESTMENTS, INC. (CRD# 105373) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.