SECOND SUMMIT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 317984). Regulatory assets under management: $149.7M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Sabrina Francis Lowell | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| LOWELL SABRINA FRANCIS | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN FRANCISCO | CA | 1 | 415-275-2442 |
| SAN FRANCISCO | CA | 1 | 415-275-2442 |