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Home > Retirement Planners > texas > dallas > SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
8235 Douglas Ave
Suite 395
Dallas, Texas 75225
Tel: (214) 227-7792
About SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SUMMIT HOUSE CAPITAL MANAGEMENT, LLC. The firm was established in 11/27/2020. They have over 1 offices throughout the country.
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $235,795,097 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306823 |
| SEC# | 801-119903 |
| Assets Managed by Firm | $235,795,097 |
| No. of Clients | 3 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $235,795,097 |
| Other investment advisers | Fewer than 5 clients | $146,290,620 |
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