SUMMIT GLOBAL INVESTMENTS, LLC of BOUNTIFUL, UT is an SEC-registered investment adviser (CRD 157091). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Performance, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| David Lee Harden | CEO; PRESIDENT | — |
| Jennifer Harden | MEMBER | — |
| John Lore | CHIEF COMPLIANCE OFFICER | Bountiful, UT |
| Elisha Rochelle Werner | CHIEF COMPLIANCE OFFICER | — |
| CHRISTENSEN KYLE C | MEMBER | — |
| KENISON MARK LYNN | CHIEF COMPLIANCE OFFICER; OWNER; MEMBER | — |
| TULL ROBERT STANLEY | CHIEF COMPLIANCE OFFICER | — |
| HARDEN DAVID LEE | CEO; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; CHIEF EXECUTIVE OFFICER; OWNER (+2 more) | — |
| SUTTON BRYCE JAY | CHIEF COMPLIANCE OFFICER; OWNER; CHIEF OFFICER; DIRECTOR OF SALES; OWNER (+1 more) | — |
| MIRANDA ROGER ADRIAN | CHIEF COMPLIANCE OFFICER | — |
| HARDEN JENNIFER | MEMBER | — |
| JASTER RICK C | SENIOR PORTFOLIO MANAGER | — |
| CHRISTENSEN LAURITZ CROOKSTON | MEMBER; PRESIDENT | — |
| JASTER RICK CAMERON | SENIOR PORTFOLIO MANAGER | — |
| Moscony Janaya | CHIEF COMPLIANCE OFFICER | — |
| Messel Brent Gregory | CHIEF COMPLIANCE OFFICER | — |
| THAWLEY RICHARD LEE | CO-TRUSTEE | — |
| THAWLEY CYNTHIA ANN | CO-TRUSTEE | — |
| christensen sharron daisy | SECRETARY | — |
| Christensen Mikkel Lauritz | SHAREHOLDER | — |
| DOANE CARL | CHIEF COMPLIANCE OFFICER | — |
| WERNER ELISHA ROCHELLE | CHIEF COMPLIANCE OFFICER | — |