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SUMMIT ADVISORS, LLC
CRD 144486
160 TECHNOLOGY DRIVE, SUITE 101, CANONSBURG, PA, 15317, United States
Phone
724-745-6800
Fax
724-745-6886
Registration
— (—)
Source
State registered
Total AUM
$74.4M
Discretionary AUM
$74.4M
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $9.8M |
| High net worth individuals | 60 | $64.4M |
Official SEC filing: View on IAPD