Summer Fields Investments, LLC

Summer Fields Investments, LLC (CRD# 169250) is a financial advisory firm headquartered in , . They manage $2,066,722 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $39,745
Compensation Options
  • A percentage of assets under your management
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 Summer Fields Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Yosef Y. Ferris
CRD#: 5781314
Los Angeles, CA
93
Wealthminder
score

Yosef Ferris (CRD# 5781314) is an Investment Advisor Representative working at Summer Fields Investments, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

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