7 SUMMITS INVESTMENT MANAGEMENT, LLC

CRD 331963

19800 MACARTHUR BOULEVARD, SANTA ANA CA, SANTA ANA, CA, 92704, United States

Phone

714-914-0408

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.2M

Discretionary AUM

$1.2M

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	5	$1.2M

Official SEC filing: View on IAPD