Summit Portfolio Management LLC
Summit Portfolio Management LLC (CRD# 111243) is a financial advisory firm headquartered in Las Vegas, NV. They manage $168,992,344 in 477 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management169MILLION
-
Total Number of Accounts477ACCOUNTS
-
Average Account Value$354,282
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, TX
Timothy Bock (CRD# 1031820) is an Investment Advisor Representative working at Summit Portfolio Management LLC in Las Vegas, NV and has over 41 years of experience in the finance industry.
Matthew Ravenscroft (CRD# 7054836) is an Investment Advisor Representative working at Summit Portfolio Management LLC in Las Vegas, NV and has over 6 years of experience in the finance industry.
Remington Conte (CRD# 7884734) is an Investment Advisor Representative working at Summit Portfolio Management LLC in Las Vegas, NV and has 1 year of experience in the finance industry.
Brandon Cruz (CRD# 7130338) is an Investment Advisor Representative working at Summit Portfolio Management LLC in Las Vegas, NV and has over 3 years of experience in the finance industry.