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SUMMIT GLOBAL INVESTMENTS, LLC
CRD 157091 · SEC 801-76631
620 SOUTH MAIN STREET, BOUNTIFUL, UT, 84010, United States
Phone
888-251-4847
Fax
801-405-6262
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.29B
Discretionary AUM
$2.29B
Team
37 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees; ESTATE PLANNING & FINANCIAL PLANNING
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7130 | $303.6M |
| High net worth individuals | 277 | $350.9M |
| Investment companies | 11 | $1.34B |
| Pooled investment vehicles | 2 | $1.3M |
| Corporations/business entities | 55 | $296.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, GA, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.instagram.com/summitglobalinvestments/
- https://www.silvx.com
- https://www.summitglobalinvestments.com
- https://www.facebook.com/SummitGlobalInvestments/
- https://twitter.com/SummitLowVol/status/989565074573529088
- https://www.linkedin.com/company/summit-global-investments/
- https://www.sgiam.com
- https://www.sclvx.com
- https://www.sgilv.com
- https://www.facebook.com/summitglobalinvstmts
Official SEC filing: View on IAPD