Summit Strategies Inc
- Assets, Funds, Holdings
| Summit Strategies Inc
|
| CRD # | 107161 |
| SEC # | 801-49120 |
| CIK # | 0001625246 |
| AUM |
|
| Employees |
62 (89% Investors, 0% Brokers)
|
| Phone | 314-727-7211 |
| Address | 8182 Maryland Ave, 6th Floor
St Louis, MO 63105-3771 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (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 |
10 |
1.0 |
| (g) Pension and profit sharing plans |
22 |
0.0 |
| (h) Charitable organizations |
39 |
2.8 |
| (i) State or municipal government entities |
18 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
3 |
0.1 |
| (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 |
25 |
3.9 |
| By Discretionary |
| Discretionary |
25 |
3.9 |
| Non-Discretionary |
0 |
0.0 |
| Total |
25 |
3.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
3.9 |
| Total |
25 |
3.9 |
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