SUMMIT PORTFOLIO MANAGEMENT LLC
Las Vegas, Nevada
Summit Portfolio Management LLC, based out of Las Vegas, NV, is a reputable investment advisory firm with a strong track record. With over 50 individual clients, the company manages an impressive $147,838,000 in assets. While 401K and individual accounts account for less than 30% of their assets under management, Summit Portfolio Management LLC possesses the expertise to handle employer funds as well. Remarkably, 96% of the assets they oversee are discretionary, reflecting the trust and confidence their clients place in their investment strategies.
The firm primarily caters to high net worth individuals, leveraging their extensiv...
See more
Loading...
Assets Under Mgmt
$147.84M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.