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Building 2SUMMIT WEALTH AND RETIREMENT PARTNERS

Map pinEAGLE, ID
Phone(925) 927-1900
NotebookSEC #801-108910
Total AUM
$978.1M
Employees
12
Clients
355

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
435 E SHORE DRIVE
SUITE 220
EAGLE
ID 83616
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
(925) 927-1900
Other Offices
4

ReceiptFinancials

Total AUM
$978.1M
Accounts
1,018
Discretionary
$704.7M
Accounts
919
Non-Discretionary
$273.4M
Accounts
99

ContactClients

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Individual Clients
152
AUM
$68.2M
HNW Individual Clients
194
AUM
$900.6M
Charitable Organization Clients
1
AUM
$122.9K
Corporation or Business Clients
8
AUM
$9.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLIDNVNYOHORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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