Summit Global Investments, LLC
Summit Global Investments, LLC (CRD# 157091) is a financial advisory firm headquartered in Bountiful, UT. They manage $2,028,895,819 in 6,110 accounts and serve the financial needs of clients across 38 states (or territories).
-
Total Assets Under Management2,029MILLION
-
Total Number of Accounts6,110ACCOUNTS
-
Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Izabela Betlinska (CRD# 7726779) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.
Amy Brown (CRD# 6377882) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 8 years of experience in the finance industry.
Domenica Cairns (CRD# 7785392) is an Investment Advisor Representative working at Summit Global Investments, LLC in Englewood, CO and has 1 year of experience in the finance industry.
Gregory Caldwell (CRD# 6893219) is an Investment Advisor Representative working at Summit Global Investments, LLC in Centennial, CO and has over 3 years of experience in the finance industry.
Tamara Carbajal (CRD# 7860476) is an Investment Advisor Representative working at Summit Global Investments, LLC in Castle Rock, CO and has 1 year of experience in the finance industry.
Adam Clark (CRD# 7304208) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 2 years of experience in the finance industry.
Jeffrey Cox (CRD# 2649407) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 28 years of experience in the finance industry.
Nathan De La Cruz (CRD# 6159505) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 10 years of experience in the finance industry.
Nathan Driggs (CRD# 6724236) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 7 years of experience in the finance industry.
Frank Gardanier (CRD# 7878692) is an Investment Advisor Representative working at Summit Global Investments, LLC in Fremont, CA and has 1 year of experience in the finance industry.