SUMMIT FAMILY OFFICE SERVICES, LLC

SUMMIT FAMILY OFFICE SERVICES, LLC is an SEC-registered investment adviser (CRD 171313). Regulatory assets under management: $6.5M.

Registration

• CRD: 171313
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171313 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search