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Building 2SUMMITAS INVESTMENT MANAGEMENT LLC

Map pin
Phone254-275-5326
NotebookSEC #801-130040
Total AUM
$158.6M
Employees
2
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
254-275-5326

ReceiptFinancials

Total AUM
$158.6M
Accounts
137
Discretionary
$158.6M
Accounts
137
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.1M
HNW Individual Clients
41
AUM
$157.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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

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