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3SUMMIT INVESTMENT MANAGEMENT, LLC
CRD 284434
8245 BOONE BLVD., SUITE 590, VIENNA, VA, 22182, United States
Phone
571-565-2161
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.2M
Discretionary AUM
$27.8M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $7.0M |
| High net worth individuals | 30 | $20.6M |
| Pension/profit sharing plans | 3 | $508K |
| Corporations/business entities | 1 | $126K |
All web addresses on file
Official SEC filing: View on IAPD