SUMMIT PRIVATE INVESTMENTS, INC.

SUMMIT, New Jersey·4 registered advisors·CRD# 105373
SEC# 802-1083410908-522-1414
01

Firm Overview

AUM
$234M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
4
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.

4 registered advisors
Elizabeth Steinbugler
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
4 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.