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Building 2SUMMIT REAL ESTATE ADVISORS LLC

Map pinPT RICHMOND, CA
Phone510-412-5800
NotebookSEC #801-55270
Total AUM
$16.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
78 RAILROAD AVE
PT RICHMOND
CA 94801
USA
Operating Hours
8:30 A.M - 5 P.M.
Monday - Friday
Phone
510-412-5800

ReceiptFinancials

Total AUM
$16.4M
Accounts
17
Discretionary
$0
Accounts
0
Non-Discretionary
$16.4M
Accounts
17

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Market TimingSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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

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