Summit Advisor Solutions
Summit Advisor Solutions (CRD# 118581) is a financial advisory firm headquartered in Dallas, TX. They manage $1,960,242,568 in 10,213 accounts and serve the financial needs of clients across 49 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,960MILLION
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Total Number of Accounts10,213ACCOUNTS
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Average Account Value$191,936
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- 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.
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Financial Advisors at Summit Advisor Solutions
No Advisor Found.
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