Triple Summit Advisors, LLC
Triple Summit Advisors, LLC (CRD# 282764) is a financial advisory firm headquartered in Newton, MA. They serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MA, NY
Wei Wang (CRD# 4833881) is an Investment Advisor Representative working at Triple Summit Advisors, LLC in Newton, MA and has over 13 years of experience in the finance industry.
Dan Kanivas (CRD# 6614568) is an Investment Advisor Representative working at Triple Summit Advisors, LLC in Lafayette, CA and has over 2 years of experience in the finance industry.