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Building 2SUMMIT WEALTH MANAGEMENT,INC

Map pinBEVERLY HILLS, CA
Phone310-246-5770
NotebookSEC #801-19451
Total AUM
$5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9465 WILSHIRE BLVD
SUITE 450
BEVERLY HILLS
CA 90212
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
310-246-5770

ReceiptFinancials

Total AUM
$5M
Accounts
1
Discretionary
$5M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCA

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

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