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SUMMIT INVESTMENT ADVISORY SERVICES
SUMMIT INVESTMENT ADVISORY SERVICES, LLC
CRD 168594 · SEC 801-110650
3065 CENTER POINTE DRIVE, SUITE 2, ROSEVILLE, MN, 55113, United States
Phone
(651) 490-2939
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$745.8M
Discretionary AUM
$740.1M
Team
11 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 755 | $300.1M |
| High net worth individuals | 320 | $445.2M |
States served
AZ, CA, CO, MI, MN, NE, NJ, NY, NC, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD