Summit Portfolio Management LLC

Summit Portfolio Management LLC (CRD# 111243) is a financial advisory firm headquartered in Las Vegas, NV. They manage $99,470,257 in 271 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $367,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
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.

AZ, CA, NV

Financial Advisors at Summit Portfolio Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy F. Bock
CRD#: 1031820
11601 Wilshire Blvd Ste 1830, Los Angeles, CA 90025
93
Wealthminder
score

Timothy Bock (CRD# 1031820) is an Investment Advisor Representative working at Summit Portfolio Management LLC in Los Angeles, CA and has over 34 years of experience in the finance industry.

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