Summit Investment Management, LLC
Summit Investment Management, LLC (CRD# 149793) is a financial advisory firm headquartered in Lyme, CT. They manage $18,862,000 in 115 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts115ACCOUNTS
Average Account Value$164,017
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lawrence Kaplan (CRD# 1966112) is an Investment Advisor Representative working at Summit Investment Management, LLC in Lyme, CT and has over 28 years of experience in the finance industry.