Summit Global Management Inc.

Summit Global Management Inc. (CRD# 104558) is a financial advisory firm headquartered in La Jolla, CA. They manage $99,278,000 in 17 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $5,839,882
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CA, CO, IL, NY, OH, TX

Financial Advisors at Summit Global Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Paul H. Ang
CRD#: 2784777
9191 Towne Centre Drive, Suite 210, San Diego, CA 92122
93
Wealthminder
score

Paul Ang (CRD# 2784777) is an Investment Advisor Representative working at Summit Global Management Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

2
Matthew J. Dickerson
CRD#: 2609909
4225 Executive Square, Suite 1070, La Jolla, CA 92037
93
Wealthminder
score

Matthew Dickerson (CRD# 2609909) is an Investment Advisor Representative working at Summit Global Management Inc. in La Jolla, CA and has over 21 years of experience in the finance industry.

3
Craig K. Engler
CRD#: 4425394
4225 Executive Square, Suite 1070, La Jolla, CA 92037
93
Wealthminder
score

Craig Engler (CRD# 4425394) is an Investment Advisor Representative working at Summit Global Management Inc. in La Jolla, CA and has over 14 years of experience in the finance industry.

4
Robert B. Steiner
CRD#: 5341764
4225 Executive Square, Suite 1070, La Jolla, CA 92037
93
Wealthminder
score

Robert Steiner (CRD# 5341764) is an Investment Advisor Representative working at Summit Global Management Inc. in La Jolla, CA and has over 8 years of experience in the finance industry.

5
Eric B. Vanderhye
CRD#: 4999119
4225 Executive Square, Suite 1070, La Jolla, CA 92037
90
Wealthminder
score

Eric Vanderhye (CRD# 4999119) is an Investment Advisor Representative working at Summit Global Management Inc. in La Jolla, CA and has 1 year of experience in the finance industry.

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