Be advised. This firm is no longer registered.

Summit Equities Inc.

Summit Equities Inc. (CRD# 11039) is a financial advisory firm headquartered in Parsippany, NJ. They manage $2,599,977,578 in 5,951 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,600
    MILLION
  • Total Number of Accounts
    5,951
    ACCOUNTS
  • Average Account Value
    $436,898
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Summit Equities Inc.
No Advisor Found.
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