Summit Global Investments, LLC
Summit Global Investments, LLC (CRD# 157091) is a financial advisory firm headquartered in Bountiful, UT. They manage $2,028,895,819 in 6,110 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management2,029MILLION
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Total Number of Accounts6,110ACCOUNTS
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Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Robert Farrell (CRD# 2531767) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 29 years of experience in the finance industry.
Christopher Felton (CRD# 3222050) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 25 years of experience in the finance industry.
Marlow Felton (CRD# 4784040) is an Investment Advisor Representative working at Summit Global Investments, LLC in Englewood, CO and has over 19 years of experience in the finance industry.
Jeffrey Gapinski (CRD# 4830208) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 19 years of experience in the finance industry.
David Harden (CRD# 2408466) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 30 years of experience in the finance industry.
Ronald Means (CRD# 4124604) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 24 years of experience in the finance industry.
Franklin Newsom (CRD# 4945177) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 19 years of experience in the finance industry.
Paul Paxton (CRD# 4894203) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 18 years of experience in the finance industry.
Boyd Pederson (CRD# 4487117) is an Investment Advisor Representative working at Summit Global Investments, LLC in Gunnison, CO and has over 21 years of experience in the finance industry.