Summit Peak Investments, LLC

Summit Peak Investments, LLC (CRD# 310099) is a financial advisory firm headquartered in Fort Worth, TX. They manage $391,724,366 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $21,762,465
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

TX

Financial Advisors at Summit Peak Investments, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Christopher W. Lightbound
CRD#: 7421351
4900 Gage Avenue, Fort Worth, TX 76109

Christopher Lightbound (CRD# 7421351) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

2
Apurva A. Mehta
CRD#: 4763817
4900 Gage Avenue, Fort Worth, TX 76109

Apurva Mehta (CRD# 4763817) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

3
Patrick B. Oconnor
CRD#: 4749188
Camano Island, WA

Patrick Oconnor (CRD# 4749188) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Camano Island, WA and has 1 year of experience in the finance industry.

4
Pooja M. Paresh
CRD#: 7399807
Denver, CO

Pooja Paresh (CRD# 7399807) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Denver, CO and has 1 year of experience in the finance industry.

5
Raegan N. Rast
CRD#: 7421426
4900 Gage Ave., Fort Worth, TX 76109

Raegan Rast (CRD# 7421426) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.