Summit Investment Management, LLC

Summit Investment Management, LLC (CRD# 149793) is a financial advisory firm headquartered in Lyme, CT. They manage $18,315,000 in 127 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $144,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT

Financial Advisors at Summit Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence B. Kaplan
CRD#: 1966112
Lyme, CT
93
Wealthminder
score

Lawrence Kaplan (CRD# 1966112) is an Investment Advisor Representative working at Summit Investment Management, LLC in Lyme, CT and has over 27 years of experience in the finance industry.

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