Summer Fields Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169250
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.88%
- Individuals30.1%
- Charitable Organizations0.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Summer Fields Investments, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm provides portfolio management services with a client focus on individuals, families and small businesses, and it also works with select institutional clients. Compensation is based on a percentage of assets under management. The adviser does not describe itself as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator in the available material.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- US Government Bonds1%
Contacts
1 of 1Yosef Ferris
PrincipalCRD 5781314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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