SUMMIT GLOBAL INVESTMENTS, LLC

620 South Main Street
Bountiful, Utah 84010
Tel: 888-251-4847

About SUMMIT GLOBAL INVESTMENTS, LLC

SUMMIT GLOBAL INVESTMENTS, LLC, formally registered with the SEC as SUMMIT GLOBAL INVESTMENTS, LLC. The firm was established in 05/10/2012. They have over 5 offices throughout the country.

SUMMIT GLOBAL INVESTMENTS, LLC is a Bountiful, Utah based Financial Planning firm with nearly $2,028,895,819 assets under management, offering retirement planning & investment advisory services to 6110 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157091
SEC#	801-76631
Assets Managed by Firm	$2,028,895,819
No. of Clients	6110
No. of Advisors	32

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (ANALYTICAL SERVICES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	6110	$2,028,895,819
Individuals (other than high net worth individuals)	6010	$496,370,651
High net worth individuals	187	$351,924,688
Charitable organizations	1	$18,001
Corporations or other businesses	31	$31,731,309

More Retirement Planning firms in Bountiful, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

Explore More Retirement Advisors in Bountiful, Utah

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.