Summit Private Investments, Inc.
Summit Private Investments, Inc. (CRD# 105373) is a financial advisory firm headquartered in Summit, NJ. They manage $234,152,536 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management234MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$26,016,948
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)