Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    1,960
    MILLION
  • Total Number of Accounts
    10,213
    ACCOUNTS
  • 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
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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