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Building 2NEW SUMMIT INVESTMENTS LLC

Map pinMANCHESTER, MA
Phone978-578-4265
NotebookSEC #801-121061
Total AUM
$117M
Employees
10
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 ELM STREET
SUITE 2
MANCHESTER
MA 01944
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
978-578-4265
Other Offices
1

ReceiptFinancials

Total AUM
$117M
Accounts
7
Discretionary
$117M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$117M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MANC

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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