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Building 2SUMMIT INVESTMENT ADVISORY SERVICES

Map pinROSEVILLE, MN
Phone(651) 490-2939
NotebookSEC #801-110650
Total AUM
$745.8M
Employees
11
Clients
1,076

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3065 CENTER POINTE DRIVE
SUITE 2
ROSEVILLE
MN 55113
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
(651) 490-2939
Other Offices
2

ReceiptFinancials

Total AUM
$745.8M
Accounts
2,466
Discretionary
$740.1M
Accounts
2,458
Non-Discretionary
$5.8M
Accounts
8

ContactClients

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Individual Clients
755
AUM
$300.1M
HNW Individual Clients
320
AUM
$445.2M
Corporation or Business Clients
1
AUM
$458.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMIMNNCNENJNYTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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