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Building 2SUMMIT ADVISORS INC

Map pinSANTA MONICA, CA
Phone310-319-0188
NotebookSEC #801-42184
Total AUM
$35.8M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
429 SANTA MONICA BLVD., SUITE 470
SANTA MONICA
CA 90401
USA
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
310-319-0188

ReceiptFinancials

Total AUM
$35.8M
Accounts
7
Discretionary
$35.8M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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