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Building 2SUMMIT ADVISOR SOLUTIONS

Map pinDALLAS, TX
Phone972-663-4300
NotebookSEC #801-60900
Total AUM
$2B
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14785 PRESTON ROAD
STE. 1000
DALLAS
TX 75254
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
972-663-4300

ReceiptFinancials

Total AUM
$2B
Accounts
10,213
Discretionary
$2B
Accounts
10,213
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNVTXWA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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