Summitview Advisors
Firm details
- Headquarters
- ,
- CRD number
- 292927
- Website
- summitviewadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51.94%
- Individuals47.89%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Summitview Advisors is an independent, owner-operated RIA structured as an LLC that serves individual and family clients. The firm bills clients via a mix of percentage-of-AUM and fixed fees and lists core advisory services as financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Summitview identifies itself as a capital allocator, which indicates it outsources portions of client portfolios to external managers rather than trying to run all strategies in-house. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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 Funds98%
- Exchange Traded Equities1%
- Other1%
Contacts
1 of 1
Jeffrey Belmonte
Co-FounderCRD 2022821
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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