Summit Investments, Inc.
Summit Investments, Inc. (CRD# 123722) is a financial advisory firm headquartered in Newburgh, IN. They manage $5,390,001 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts75ACCOUNTS
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Average Account Value$71,867
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Summit Investments, Inc.
1
Justin Naab (CRD# 2774373) is an Investment Advisor Representative working at Summit Investments, Inc. in Newburgh, IN and has over 27 years of experience in the finance industry.
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