Summit Peak Investments, LLC
Summit Peak Investments, LLC (CRD# 310099) is a financial advisory firm headquartered in , . They manage $715,983,115 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management716MILLION
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$25,570,826
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
TX
Christopher Lightbound (CRD# 7421351) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
Apurva Mehta (CRD# 4763817) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
Patrick Oconnor (CRD# 4749188) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Camano Island, WA and has 1 year of experience in the finance industry.
Pooja Paresh (CRD# 7399807) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Denver, CO and has 1 year of experience in the finance industry.
Raegan Rast (CRD# 7421426) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.