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Building 2SUMMIT CAPITAL INC.

Map pin
Phone216-539-8444
NotebookSEC #801-122654
Total AUM
$176.6M
Employees
3
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
216-539-8444

ReceiptFinancials

Total AUM
$176.6M
Accounts
196
Discretionary
$176.6M
Accounts
196
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$66.5M
HNW Individual Clients
74
AUM
$108.5M
Pension/Profit Sharing Plan Clients
3
AUM
$1.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
NYOHTXVA

HandshakeAffiliates

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

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