Summit Investments LLC
Summit Investments LLC (CRD# 291369) is a financial advisory firm headquartered in Dorset, VT. They manage $11,814,331 in 79 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 Management12MILLION
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Total Number of Accounts79ACCOUNTS
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Average Account Value$149,548
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- 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.
VT
Financial Advisors at Summit Investments LLC
1
Robert Bizek (CRD# 1163641) is an Investment Advisor Representative working at Summit Investments LLC in Dorset, VT and has over 40 years of experience in the finance industry.
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