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

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