Summit Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 149793
- Custodians
- ALTRUIST FINANCIAL LLC, AMERITAS INVESTMENT COMPANY, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.94%
- Individuals24.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Summit Investment Management, LLC is an independent registered investment adviser operating as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides portfolio management for individuals and small businesses. It also performs insurance brokerage activities. Its client billing is a mix of percentage-of-assets-under-management and hourly charges. Summit is not flagged as an active ESG investor, does not function as a capital allocator to outside managers, and does not identify as a multi-state or related adviser in the available filing details.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds79%
- Exchange Traded Equities15%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Lawrence Kaplan
OwnerCRD 1966112
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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