Summit Global Investments, LLC

Summit Global Investments, LLC (CRD# 157091) is a financial advisory firm headquartered in Bountiful, UT. They manage $523,040,500 in 802 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    523
    MILLION
  • Total Number of Accounts
    802
    ACCOUNTS
  • Average Account Value
    $652,170
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NC, OH, UT

Financial Advisors at Summit Global Investments, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David L. Harden
CRD#: 2408466
620 South Main Street, Bountiful, UT 84010
93
Wealthminder
score

David Harden (CRD# 2408466) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 23 years of experience in the finance industry.

2
Martin H. Harris
CRD#: 5314315
620 South Main Street, Bountiful, UT 84010
93
Wealthminder
score

Martin Harris (CRD# 5314315) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 9 years of experience in the finance industry.

3
Bryce J. Sutton
CRD#: 2789705
620 South Main Street, Bountiful, UT 84010
93
Wealthminder
score

Bryce Sutton (CRD# 2789705) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 20 years of experience in the finance industry.

4
Rick C. Jaster
CRD#: 5390035
620 South Main Street, Bountiful, UT 84010
90
Wealthminder
score

Rick Jaster (CRD# 5390035) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.

5
Richard L. Thawley
CRD#: 5770192
620 South Main Street, Bountiful, UT 84010
89
Wealthminder
score

Richard Thawley (CRD# 5770192) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 2 years of experience in the finance industry.

6
Cyler G. Sanderson
CRD#: 6601022
620 South Main Street, Bountiful, UT 84010
87
Wealthminder
score

Cyler Sanderson (CRD# 6601022) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.

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