3summit Investment Management, LLC

RIAState Registered

Total AUM

$31.3M

Discretionary

$30.8M

98% of AUM

Avg account

$243K

Accounts

129

Employees

Advisory reps

Firm details

Headquarters: Vienna, Virginia
CRD number: 284434
Website: 3summit.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.22%
Individuals33.77%
Pension & Profit Sharing Plans1.61%
Corporations / Businesses0.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

3summit Investment Management, LLC is an independent, owner-operated advisory firm organized as an LLC. The firm provides fee-based planning and portfolio management to both individual/family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements span percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm also lists accounting among its business activities. It is registered in Colorado and Virginia and is structured for individual ownership rather than as part of a larger network.