Summit Investments, Inc.

Summit Investments, Inc. (CRD# 123722) is a financial advisory firm headquartered in , . They manage $1,638,000 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $20,222
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

IN

Financial Advisors at Summit Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Justin M. Naab
CRD#: 2774373
Newburgh, IN
93
Wealthminder
score

Justin Naab (CRD# 2774373) is an Investment Advisor Representative working at Summit Investments, Inc. in Newburgh, IN and has over 20 years of experience in the finance industry.

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