1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SUMMIT GLOBAL INVESTMENTS, LLC

Map pinBOUNTIFUL, UT
Phone888-251-4847
NotebookSEC #801-76631
Total AUM
$2.3B
Employees
37
Clients
7,475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 SOUTH MAIN STREET
BOUNTIFUL
UT 84010
United States
Operating Hours
8-5
Monday - Friday
Phone
888-251-4847
Other Offices
9

ReceiptFinancials

Total AUM
$2.3B
Accounts
10,822
Discretionary
$2.3B
Accounts
10,822
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
7,130
AUM
$303.6M
HNW Individual Clients
277
AUM
$350.9M
Investment Company Clients
11
AUM
$1.3B
Pooled Vehicle Clients
2
AUM
$1.3M
Corporation or Business Clients
55
AUM
$296.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ESTATE PLANNING & FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTFLGAHIIAIDILINLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account