Summit Portfolio Management LLC
Summit Portfolio Management LLC (CRD# 111243) is a financial advisory firm headquartered in Las Vegas, NV. They manage $105,733,720 in 268 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management106MILLION
Total Number of Accounts268ACCOUNTS
Average Account Value$394,529
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, NV
Timothy Bock (CRD# 1031820) is an Investment Advisor Representative working at Summit Portfolio Management LLC in Los Angeles, CA and has over 35 years of experience in the finance industry.