Summit Investment Management, LLC

Summit Investment Management, LLC (CRD# 149793) is a financial advisory firm headquartered in Lyme, CT. They manage $15,862,889 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 553, Lyme, CT 06371
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $176,254
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
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 Kaplan, financial advisor Lyme CT
Lawrence B. Kaplan
CRD#: 1966112
Lyme, CT

Lawrence Kaplan (CRD# 1966112) is an Investment Advisor Representative working at Summit Investment Management, LLC in Lyme, CT and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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