# SUMMIT FAMILY OFFICE SERVICES, LLC

SUMMIT FAMILY OFFICE SERVICES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 171313
- Type: SEC-registered investment adviser
- Phone: 425-922-8692
- Latest filing: 2026-07-20
- Regulatory AUM: $6.5M
- Discretionary AUM: $6.5M
- Clients: 4
- Accounts: 15

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171313/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171313/similar
- Related entities: https://search.stillhousedata.com/firm/171313/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171313

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.