BLUE SUMMIT FINANCIAL GROUP, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 148782). Regulatory assets under management: $211.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Allen Bradley Trim | PARTNER / CHIEF COMPLIANCE OFFICER | — |
| Robert Gordon Seid | PARTNER/CO-OWNER | — |
| SEID JUDITH LYNN | PARTNER; PRESIDENT | — |
| TRIM ALLEN BRADLEY | CHIEF COMPLIANCE OFFICER; PARTNER / CHIEF COMPLIANCE OFFICER | — |
| SEID ROBERT GORDON | PARTNER/CO-OWNER | — |