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
Blue Summit Advisors LLC
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts15ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Blue Summit Advisors LLC
No Advisor Found.
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