Summit Securities Group LLC

Overview

Summit Securities Group LLC is an SEC-registered limited liability company that has been registered with the SEC since 2012. Public profile fields are sparse: the firm is listed as a domestic entity/individual owner type and is categorized as unclassified. The firm does not self-identify as an active ESG investor, a multi-state adviser, a capital allocator, a pension consultant, or a related adviser based on the available snapshot. The filing activity that is publicly visible centers on 13F-reportable holdings, which indicates the firm manages or advises on publicly traded securities at a scale that triggers institutional reporting, but other advisory activities and client-type disclosures were not provided in the source data.

Public Holdings

Investments & Alternatives

Location & Offices