PPrivate Fund Data Log in Join · $37/mo

Blue Summit Financial Group, Inc.

● SEC registered since 2019CRD 148782SEC# 801-117302San Diego, CA
Export (members)
Reg. AUM
$211.4M
Employees
3
Accounts
630
Location
San Diego, CA

Blue Summit Financial Group, Inc. assets under management

Blue Summit Financial Group, Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2019. It reports $211.4 million in regulatory assets under management and employs 3 people.
www.bluesummitwealth.comView on SEC.gov ↗

Blue Summit Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Allen Bradley Trim ControlPartner / Chief Compliance Officer50-75%2018
Robert Gordon Seid ControlPartner/Co-Owner25-50%2019

Frequently asked questions

How much does Blue Summit Financial Group, Inc. manage?

Blue Summit Financial Group, Inc. reports $211.4 million in regulatory assets under management on its Form ADV.

How many employees does Blue Summit Financial Group, Inc. have?

Blue Summit Financial Group, Inc. reports 3 employees.

Where is Blue Summit Financial Group, Inc. located?

Blue Summit Financial Group, Inc. is based in San Diego, CA and has been SEC-registered since 2019.

Does Blue Summit Financial Group, Inc. disclose fund performance?

Blue Summit Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4660 la Jolla Village Drive, Suites 100 & 200, San Diego, CA 92122
Phone619-698-4330
Fax619-698-0430
Office hours9:00 a.m. To 6:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$211.4M
Non-discretionary$0
Total (RAUM)$211.4M