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| Summit Investment Advisory Services LLC
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|
|
|---|---|
| CRD # | 168594 |
| SEC # | 801-110650 |
| CIK # | 0001914395 |
| AUM | $562.2 MM (2024-07-31) |
| Employees | 12 (50% Investors, 75% Brokers) |
| Phone | 651-490-2939 |
| Address | 3065 Center Pointe Drive Roseville, MN 55113 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.2 | |
| NVDA | 399,550.0 | 0.8 | |
| MSFT | 1,918,222.4 | 0.5 | |
| AMZN | 1,092,997.8 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,154 | 240.7 |
| (b) Individuals (high net worth individuals) | 274 | 321.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,243 | 562.2 |
| By Discretionary | ||
| Discretionary | 2,235 | 556.7 |
| Non-Discretionary | 8 | 5.5 |
| Total | 2,243 | 562.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.2 | |
| Total | 2,243 | 562.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001914395] |
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|---|---|---|
|
Wambolt & Associates LLC
✚
|
CO | 0.6 |
|
BNC Wealth Management LLC
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|
OR | 0.6 |
|
DMKC Advisory Services LLC
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IA | 0.6 |
|
Heron Bay Capital Management LLC
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|
MI | 0.6 |
|
Northern Financial Advisors Inc
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|
MI | 0.6 |
|
Siharum Advisors LLC
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|
MA | 0.6 |
|
Trust Advisory Group Ltd
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|
MA | 0.6 |
|
Wealthcare Investment Partners LLC
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|
RI | 0.6 |
|
Capital Advisers Inc
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|
NC | 0.6 |
|
Hurlow Wealth Management Group Inc
✚
|
IN | 0.6 |