Summitview Advisors
Summitview Advisors (CRD# 292927) is a financial advisory firm headquartered in Ada, MI. They manage $71,274,612 in 414 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management71MILLION
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Total Number of Accounts414ACCOUNTS
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Average Account Value$172,161
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, TX
Financial Advisors at Summitview Advisors
1
Jeffrey Belmonte (CRD# 2022821) is an Investment Advisor Representative working at Summitview Advisors in Ada, MI and has over 17 years of experience in the finance industry.
2
Daniel Haines (CRD# 6868330) is an Investment Advisor Representative working at Summitview Advisors in Ada, MI and has 1 year of experience in the finance industry.
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