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Summit Investment Advisory Services Share
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Overview Share
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Roseville, Minnesota
$333.3 million AUM
4 offices

Summit Investment Advisory Services is based in Roseville, Minnesota and has $333.3 million in assets under management.

Location
3065 Center Pointe Drive
Suite 2
Roseville, MN 55113
$333.3 million
AUM
6
Employees
AUM Share
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$333,266,790
Assets under management
1,368 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 567 $199,403,326 60% $351,681
High net worth individuals 174 $133,863,464 40% $769,330
Employees Share
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6
Employees
6
Investment analysts
100% of total employees
AUM per employee Share
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$333,266,790
Assets under management
$55,544,465
AUM per employee
$55,544,465
AUM per investment analyst
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Compensation

Summit Investment Advisory Services makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Summit Investment Advisory Services provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 168,594
SEC number 801-110650
Legal structure Corporation
Legal governance Minnesota, United States
Latest ADV filing date May 27, 2020

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