SUMMIT INVESTMENTS AND FINANCIAL PLANNING

Overview

Summit Investments And Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and positions itself around financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-assets component and unspecified additional fees. Summit reports that it is not an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives