Summit Portfolio Management LLC

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CAFR Data
Summit Portfolio Management LLC
CRD #111243
SEC #801-46423
CIK #
AUM $103.7 MM (87% Disc, 100% US)
Employees1 (100% Investors, 0% Brokers)
Phone702-838-9999
Address9328 Tournament Canyon Dr
Las Vegas, NV 89144
Source [IAPD] [Website]
Total AUM ($MM)
12510075502502000200620132020
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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