Summit Global Investments, LLC

Summit Global Investments, LLC (CRD# 157091) is a financial advisory firm headquartered in Bountiful, UT. They manage $2,028,895,819 in 6,110 accounts and serve the financial needs of clients across 38 states (or territories).

Current Firm Details
620 South Main Street, Bountiful, UT 84010
https://www.sgiam.com
By the Numbers
  • Total Assets Under Management
    2,029
    MILLION
  • Total Number of Accounts
    6,110
    ACCOUNTS
  • Average Account Value
    $332,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Summit Global Investments, LLC
Showing 1 - 10 of 39 top financial advisors.
1
Robert Farrell, financial advisor Bountiful UT
Robert S. Farrell
CRD#: 2531767
620 South Main Street, Bountiful, UT 84010

Robert Farrell (CRD# 2531767) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 29 years of experience in the finance industry.

2
Christopher Felton, financial advisor Bountiful UT
Christopher L. Felton
CRD#: 3222050
620 South Main Street, Bountiful, UT 84010

Christopher Felton (CRD# 3222050) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 24 years of experience in the finance industry.

3
Marlow Felton, financial advisor Englewood CO
Marlow L. Felton
CRD#: 4784040
10303 East Dry Creek Road, Suite 110, Englewood, CO 80112

Marlow Felton (CRD# 4784040) is an Investment Advisor Representative working at Summit Global Investments, LLC in Englewood, CO and has over 19 years of experience in the finance industry.

4
Jeffrey Gapinski, financial advisor Bountiful UT
Jeffrey M. Gapinski
CRD#: 4830208
620 South Main Street, Bountiful, UT 84010

Jeffrey Gapinski (CRD# 4830208) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 19 years of experience in the finance industry.

5
David Harden, financial advisor Bountiful UT
David L. Harden
CRD#: 2408466
620 South Main Street, Bountiful, UT 84010

David Harden (CRD# 2408466) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 30 years of experience in the finance industry.

6
Ronald Means, financial advisor Bountiful UT
Ronald S. Means
CRD#: 4124604
620 South Main Street, Bountiful, UT 84010

Ronald Means (CRD# 4124604) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 24 years of experience in the finance industry.

7
Marlys Nash, financial advisor Bountiful UT
Marlys A. Nash
CRD#: 6013012
620 South Main Street, Bountiful, UT 84010
Marlys Nash (CRD# 6013012) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centennial, CO and has over 6 years of experience in the finance industry.
8
Franklin Newsom, financial advisor Bountiful UT
Franklin C. Newsom
CRD#: 4945177
620 South Main Street, Bountiful, UT 84010

Franklin Newsom (CRD# 4945177) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 19 years of experience in the finance industry.

9
Paul Paxton, financial advisor Bountiful UT
Paul F. Paxton
CRD#: 4894203
620 South Main Street, Bountiful, UT 84010

Paul Paxton (CRD# 4894203) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 18 years of experience in the finance industry.

10
Boyd Pederson, financial advisor Gunnison CO
Boyd J. Pederson
CRD#: 4487117
100 East Gothic Avenue, Gunnison, CO 81230

Boyd Pederson (CRD# 4487117) is an Investment Advisor Representative working at Summit Global Investments, LLC in Gunnison, CO and has over 21 years of experience in the finance industry.

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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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