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Summit Investment Advisory Services, LLC

● SEC registered since 2017CRD 168594SEC# 801-110650Roseville, MN
Export (members)
Reg. AUM
$632.5M
Employees
13
Accounts
2,251
Location
Roseville, MN

Summit Investment Advisory Services, LLC assets under management

Summit Investment Advisory Services, LLC operates as an SEC-registered investment adviser based in Roseville, MN. The firm has been registered since 2017. It reports $632.5 million in regulatory assets under management and employs 13 people.
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Summit Investment Advisory Services, LLC owners & executives

5 reported
NameTitleOwnershipSince
Christopher Matthew Schurmann ControlChief Compliance OfficerUnder 5%2025
Sean Patrick McDermott ControlCeo/PresidentUnder 5%2013
Summit Advisors Holdco, LLC ControlHolding CompanyOver 75%2021
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Frequently asked questions

How much does Summit Investment Advisory Services, LLC manage?

Summit Investment Advisory Services, LLC reports $632.5 million in regulatory assets under management on its Form ADV.

How many employees does Summit Investment Advisory Services, LLC have?

Summit Investment Advisory Services, LLC reports 13 employees.

Where is Summit Investment Advisory Services, LLC located?

Summit Investment Advisory Services, LLC is based in Roseville, MN and has been SEC-registered since 2017.

Does Summit Investment Advisory Services, LLC disclose fund performance?

Summit Investment Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3065 Center Pointe Drive, Suite 2, Roseville, MN 55113
Phone(651) 490-2939
Office hours8:00 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$627.7M
Non-discretionary$4.8M
Total (RAUM)$632.5M