SUMMIT PRIVATE INVESTMENTS, INC.

SUMMIT, New Jersey·5 registered advisors·CRD# 105373
SEC# 802-1083410908-522-1414
01

Firm Overview

AUM
$234M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
5
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 ManagementRetirement Planning
04

Advisors at SUMMIT PRIVATE INVESTMENTS, INC.

5 registered advisors
Elizabeth Steinbugler
SUMMIT, New Jersey
Jeffrey Martin Karp
SUMMIT, New Jersey
Michael Taylor Shankman
SUMMIT, New Jersey
Ronald Allan Karp
SUMMIT, New Jersey
Stacey Karp
SUMMIT, New Jersey
05

Office Locations

SUMMIT, New Jersey
5 advisors

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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.