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).
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Total Assets Under Management2,029MILLION
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Total Number of Accounts6,110ACCOUNTS
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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
Colby Haupt (CRD# 7065640) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 5 years of experience in the finance industry.
Michael Jackson (CRD# 7853893) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.
David Lawrence (CRD# 7767789) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.
John McGehee (CRD# 2178651) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.
Riley Packer (CRD# 7829703) is an Investment Advisor Representative working at Summit Global Investments, LLC in Mesa, AZ and has 1 year of experience in the finance industry.
Dustin Richards (CRD# 7816734) is an Investment Advisor Representative working at Summit Global Investments, LLC in Snowflake, AZ and has 1 year of experience in the finance industry.
Corlan Robinson (CRD# 7856899) is an Investment Advisor Representative working at Summit Global Investments, LLC in Pine Valley, UT and has 1 year of experience in the finance industry.
Lane Spencer (CRD# 2265385) is an Investment Advisor Representative working at Summit Global Investments, LLC in Mesa, AZ and has over 31 years of experience in the finance industry.
Cole Sutton (CRD# 7612841) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.