Summit Wealth And Retirement Partners
Firm details
- Headquarters
- Eagle, Idaho
- CRD number
- 285972
- Registered since
- January 5, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.07%
- Individuals6.97%
- Corporations / Businesses0.94%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Summit Wealth And Retirement Partners is an independent registered investment advisor organized as a corporation and SEC-registered since 2017. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. It also provides pension consulting and manager selection services. Compensation comes through a mix of asset-based fees and fixed fees. Summit identifies itself as a capital allocator and uses third-party managers to implement certain strategies. The firm does not market itself as an ESG-focused investor and lists an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
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 Funds70%
- Exchange Traded Equities16%
- US Government Bonds11%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Donald McCloskey
Chief Operating OfficerCRD 4579225
Contacts
3 of 6
Nicholas Lemus
Portfolio TraderCRD 7559730
Scott Terry
Financial PlannerCRD 2009675
Harold Porter
PartnerCRD 1192910
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$419M in ETFs
71%
$297M
13%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $61.9M | 1,777,034 | 14.77% |
Location
Eagle, ID
Ada
Location
Eagle, ID
Headquartered in Eagle, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 435 E Shore Dr
- Time zone
- MT (UTC-7)
- Office locations
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