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Summit Investment Advisory Services
Summit Investment Advisory Services is an SEC-registered investment adviser in Roseville, MN, registered since 2017. The firm manages $746 million in assets,...
Summit Investment Advisory Services
Summit Investment Advisory Services is an SEC-registered investment adviser in Roseville, MN, registered since 2017. The firm manages $746 million in assets, with $740 million on a discretionary basis. It has 11 employees and 8 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Roseville
Corporate office
Denver, CO, United States
Frequently asked questions
Who leads Summit Investment Advisory Services?
Summit Investment Advisory Services does not publicly disclose its leadership or investment committee. No named principals appear in SEC filings or the firm's own communications.
How much capital does Summit Investment Advisory Services manage?
Summit Investment Advisory Services does not publicly report its AUM or deployment figures. No regulatory filings or third-party estimates are available.
Does Summit Investment Advisory Services make direct investments?
There is no public evidence of direct private investments made by Summit Investment Advisory Services. The firm's investment activities are opaque, and no deals or portfolio companies are attributed to it.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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