Summitview Advisors

Summitview Advisors (CRD# 292927) is a financial advisory firm headquartered in Ada, MI. They manage $59,933,652 in 377 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $158,975
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Summitview Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey B. Belmonte
CRD#: 2022821
975 Spaulding Ave, Se, Ste B, Ada, MI 49301

Jeffrey Belmonte (CRD# 2022821) is an Investment Advisor Representative working at Summitview Advisors in Ada, MI and has over 17 years of experience in the finance industry.

2
Daniel C. Haines
CRD#: 6868330
975 Spaulding Ave, Se, Ste B, Ada, MI 49301

Daniel Haines (CRD# 6868330) is an Investment Advisor Representative working at Summitview Advisors in Ada, MI and has 1 year of experience in the finance industry.

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