SUMMIT GLOBAL INVESTMENTS, LLC
Bountiful, Utah
5.0
5 Reviews
Summit Global Investments, LLC is a local investment advisory firm based out of Bountiful, UT, with two offices strategically located to serve their clients efficiently. With a total of 21 dedicated employees, Summit Global Investments offers comprehensive investment advisory services, with 12 professionals specializing in this field. Demonstrating their commitment to their clients' financial success, Summit Global Investments manages an average of approximately $128,060,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is diverse, including a percentage of as...
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Assets Under Mgmt

$1.54B

Investment Professionals

12

Locations

1

% 401K & Individual

27%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other: ANALYTICAL SERVICES.
Other Business Activities
Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
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