Triple Summit Advisors, LLC

Triple Summit Advisors, LLC (CRD# 282764) is a financial advisory firm headquartered in Newton, MA. They manage $66,986,689 in 345 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
P.o. Box 95141, Newton, MA 02495
http://www.triplesummit.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $194,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
The map below shows states where this firm has explicit registration only.

CA, MA, NJ, NY, TX, WA

Financial Advisors at Triple Summit Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dan Kanivas, financial advisor Mercer Island WA
Dan Kanivas
CRD#: 6614568
Mercer Island, WA

Dan Kanivas (CRD# 6614568) is an Investment Advisor Representative working at Triple Summit Advisors, LLC in Mercer Island, WA and has over 8 years of experience in the finance industry.

2
Wei Wang, financial advisor Newton MA
Wei Wang
CRD#: 4833881
7 Playstead Road, Unit 1, Newton, MA 02458

Wei Wang (CRD# 4833881) is an Investment Advisor Representative working at Triple Summit Advisors, LLC in Newton, MA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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