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).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Summit Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert J. Bizek
CRD#: 1163641
87 Meadow Lane, Dorset, VT 05251

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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