7summit Advisors, LLC
7summit Advisors, LLC (CRD# 171409) is a financial advisory firm headquartered in Los Angeles, CA. They manage $28,786,814 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$449,794
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at 7summit Advisors, LLC
1
Li-wei Chang (CRD# 2488390) is an Investment Advisor Representative working at 7summit Advisors, LLC in Los Angeles, CA and has over 24 years of experience in the finance industry.
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