Summit Global Investments, LLC

Summit Global Investments, LLC (CRD# 157091) is a financial advisory firm headquartered in Bountiful, UT. They manage $710,661,473 in 792 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    711
    MILLION
  • Total Number of Accounts
    792
    ACCOUNTS
  • Average Account Value
    $897,300
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, OH, UT

Financial Advisors at Summit Global Investments, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Bryce J. Sutton
CRD#: 2789705
620 South Main Street, Bountiful, UT 84010
98
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.

2
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.

3
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 11 years of experience in the finance industry.

4
Gautam Baid
CRD#: 6763879
620 South Main Street, Bountiful, UT 84010
90
Wealthminder
score

Gautam Baid (CRD# 6763879) 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
Matthew W. Hanna
CRD#: 5273336
620 South Main Street, Bountiful, UT 84010
90
Wealthminder
score

Matthew Hanna (CRD# 5273336) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.

6
Aash M. Shah
CRD#: 6765639
620 South Main Street, Bountiful, UT 84010
90
Wealthminder
score

Aash Shah (CRD# 6765639) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.

7
Richard L. Thawley
CRD#: 5770192
620 South Main Street, Bountiful, UT 84010
90
Wealthminder
score

Richard Thawley (CRD# 5770192) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 4 years of experience in the finance industry.

8
Cyler G. Sanderson
CRD#: 6601022
620 South Main Street, Bountiful, UT 84010
88
Wealthminder
score

Cyler Sanderson (CRD# 6601022) 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.

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