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Building 2KEITH M. SUMMERS, CFA

Map pinBURLINGTON
Phone905-319-3958
NotebookSEC #801-63580
Total AUM
$15K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2164 HEADON FOREST DRIVE
BURLINGTON
L7M 2X1
CANADA
Operating Hours
6-8 PM
EVENINGS, WEEKENDS
Phone
905-319-3958

ReceiptFinancials

Total AUM
$15K
Accounts
1
Discretionary
$15K
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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