SUMMITAS INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser (CRD 330721). Regulatory assets under management: $158.6M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| John Shao | PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | McKinney, TX |
| SHAO JOHN | PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | — |