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SUMMITPOINT CAPITAL MANAGEMENT
CRD 336856 · SEC 801-133769
2489 W MAIN STREET, LITTLETON, CO, 80120, United States
Phone
7207439440
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.5M
Discretionary AUM
$132.5M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $17.6M |
| High net worth individuals | 41 | $113.2M |
| Investment companies | 1 | $1.7M |
| Charitable organizations | 1 | $24K |
States served
CO, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD