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Building 2SUMMIT CAPITAL STRATEGIES, LLC

Map pinSPOKANE, WA
Phone866-536-1604
NotebookSEC #801-64884
Total AUM
$143.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
421 W. RIVERSIDE AVENUE
SUITE 412
SPOKANE
WA 99201
USA
Operating Hours
7:00 AM TO 5:00 PM PST
Monday - Friday
Phone
866-536-1604

ReceiptFinancials

Total AUM
$143.2M
Accounts
267
Discretionary
$143.2M
Accounts
267
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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