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

More Retirement Planning firms in Manchester, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Manchester, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.