Summit Peak Investments, LLC

Summit Peak Investments, LLC (CRD# 310099) is a financial advisory firm headquartered in , . They manage $772,351,836 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    772
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $28,605,624
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
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.

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