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
4317 Huntington Ridge Circle, Newburgh, IN 47630
http://www.naabtrade.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • 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
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 Naab, financial advisor Newburgh IN
Justin M. Naab
CRD#: 2774373
Newburgh, IN

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.

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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