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Building 2SUMMIT PORTFOLIO MANAGEMENT LLC

Map pinLAS VEGAS, NV
Phone702-838-9999
NotebookSEC #801-46423
Total AUM
$214M
Employees
5
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10091 PARK RUN DRIVE
#110
LAS VEGAS
NV 89145
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
702-838-9999

ReceiptFinancials

Total AUM
$214M
Accounts
414
Discretionary
$204.4M
Accounts
379
Non-Discretionary
$9.6M
Accounts
35

ContactClients

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Individual Clients
57
AUM
$17.2M
HNW Individual Clients
56
AUM
$196.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVTX

HandshakeAffiliates

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

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