Summit Portfolio Management LLC


Assets, Funds, Holdings

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Summit Portfolio Management LLC
CRD #111243
SEC #801-46423
AUM $103.7 MM (87% Disc, 100% US)
Employees1 (100% Investors, 0% Brokers)
Address9328 Tournament Canyon Dr
Las Vegas, NV 89144
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Financial Guidance Group Inc
FL 0.1
Snider Retirement Strategies Inc
WA 0.1
Park Ridge Asset Management LLC
NC 0.1
Convergence Financial LLC
MO 0.1
Clemson-Eps Advisors LLC
SC 0.1
Capital Developers LLC
NC 0.1
Base Management Co
MD 0.1
Camelot Technology Advisors Inc
CA 0.1
Finivi Inc
MA 0.1
Private Wealth Management of North Carolina LLC
NC 0.1
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