Blue Summit Advisors LLC

Blue Summit Advisors LLC (CRD# 151391) is a financial advisory firm headquartered in , . They manage $1,300,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $86,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Blue Summit Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Konrad D. Knell
CRD#: 5713964
Larkspur, CA
93
Wealthminder
score

Konrad Knell (CRD# 5713964) is an Investment Advisor Representative working at Blue Summit Advisors LLC in Larkspur, CA and has over 6 years of experience in the finance industry.

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