SUMMIT PORTFOLIO ADVISORS, LLC is an SEC-registered investment adviser (CRD 134092). Regulatory assets under management: $1.2M.
| Name | Role | Location |
|---|---|---|
| SCHWAB JOSEPH MICHAEL | CEO; MANAGING MEMBER | — |
| SCHWAB MICHELE ANN | MEMBER | — |
| SCHWAB THOMAS JOHN | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| UHL ELIZABETH MARY | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| SCHWAB MICHELE A | OWNER | — |