SUMMITVIEW ADVISORS

SUMMITVIEW ADVISORS of ADA, MI is an SEC-registered investment adviser (CRD 292927). Regulatory assets under management: $68.3M.

Registration

• CRD: 292927
• Type: Registered investment adviser
• Location: 975 SPAULDING AVE, SE, ADA, MI, 49301
• Phone: 616-425-2150
• Latest filing: 2026-05-05
• Regulatory AUM: $68.3M
• Discretionary AUM: $68.0M
• Non-discretionary AUM: $275K
• Clients: 1
• Accounts: 302

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292927 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search