Summit Equity Management, Inc.

Summit Equity Management, Inc. (CRD# 132071) is a financial advisory firm headquartered in , . They manage $1,965,000 in 7 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
    7
    ACCOUNTS
  • Average Account Value
    $280,714
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Summit Equity Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Adam Holiber, financial advisor Santa Monica CA
Adam J. Holiber
CRD#: 1899431
Santa Monica, CA

Adam Holiber (CRD# 1899431) is an Investment Advisor Representative working at Summit Equity Management, Inc. in Santa Monica, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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