SUMMIT ADVISORS INC

SUMMIT ADVISORS INC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 106778). Regulatory assets under management: $35.8M.

Registration

• CRD: 106778
• SEC file number: 801-42184
• Type: Registered investment adviser
• Location: 429 SANTA MONICA BLVD., SUITE 470, SANTA MONICA, CA, 90401
• Phone: 310-319-0188
• Latest filing: 2002-04-09
• Regulatory AUM: $35.8M
• Discretionary AUM: $35.8M
• Clients: 11
• Accounts: 7

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 106778 on SEC IAPD (source of record)
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