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 24 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 10 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 21 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 3 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.