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SUMMIT RIDGE ADVISORS
SUMMIT RIDGE ADVISORS, LLC
CRD 335600
724 S 1600 W #230, MAPLETON, UT, 84664, United States
Phone
385-685-1960
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.0M
Discretionary AUM
$24.7M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $18.8M |
| High net worth individuals | 9 | $7.7M |
| Pension/profit sharing plans | 6 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD