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Building 2SUMMIT CAPITAL ADVISORS

Map pinTACOMA, WA
Phone253-589-1401
NotebookSEC #801-66622
Total AUM
$23.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 N. 30TH ST.
SUITE 202
TACOMA
WA 98403
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
253-589-1401

ReceiptFinancials

Total AUM
$23.1M
Accounts
80
Discretionary
$23.1M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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