Triple Summit Advisors, LLC
Triple Summit Advisors, LLC (CRD# 282764) is a financial advisory firm headquartered in Newton, MA. They manage $19,676,981 in 157 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts157ACCOUNTS
Average Account Value$125,331
- 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
- Selection of other advisers (including private fund managers)
CA, MA, NY, TX
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.