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NORMANDY INVESTMENT ADVISORS
SUMMIT INVESTMENT ADVISORS INC
CRD 316321 · SEC 801-122314
12728 STATE LINE RD., LEAWOOD, KS, 66209, United States
Phone
913-914-1944
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$273.4M
Discretionary AUM
$273.4M
Team
5 total employees; 5 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 222 | $70.8M |
| High net worth individuals | 72 | $193.9M |
| Charitable organizations | 3 | $1.4M |
| Corporations/business entities | 3 | $7.3M |
States served
AZ, CA, CO, KS, LA, MN, NC, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD