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, privately owned registered investment adviser that began SEC registration in 2017. The firm acts as a capital allocator and serves both individual and family clients as well as institutional clients. Its fee model combines asset-based fees with fixed fees. Advisory offerings listed include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor.
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 1Donald McCloskey
Chief Operating OfficerCRD 4579225
Contacts
3 of 6Nicholas 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 55Active vs passive
$371M in ETFs
71%
$265M
13%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $52.6M | 1,724,184 | 14.17% |
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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