SUMMIT EQUITY MANAGEMENT, INC.

SUMMIT EQUITY MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 132071). Regulatory assets under management: $2.0M.

Registration

• CRD: 132071
• Type: Registered investment adviser
• Phone: (310) 570-6444
• Latest filing: 2026-06-10
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132071 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search