NEW SUMMIT INVESTMENTS LLC

13 Elm Street
Suite 2
Manchester, Massachusetts 01944
Tel: 978-578-4265

About NEW SUMMIT INVESTMENTS LLC

NEW SUMMIT INVESTMENTS LLC, formally registered with the SEC as NEW SUMMIT INVESTMENTS LLC. The firm was established in 04/30/2021. They have over 2 offices throughout the country.

NEW SUMMIT INVESTMENTS LLC is a Manchester, Massachusetts based Financial Planning firm with nearly $121,942,042 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285219
SEC#	801-121061
Assets Managed by Firm	$121,942,042
No. of Clients	6
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$121,942,042

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