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Summit Portfolio Management LLC

● SEC registered since 1994CRD 111243SEC# 801-46423Las Vegas, NV
Export (members)
Reg. AUM
$169.7M
Employees
4
Accounts
108
Location
Las Vegas, NV

Summit Portfolio Management LLC assets under management

Summit Portfolio Management LLC is a registered investment adviser overseen by the SEC based in Las Vegas, NV. The firm has been registered since 1994. It reports $169.7 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/aweadvisorsView on SEC.gov ↗

Summit Portfolio Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy Francis Bock ControlPresident/Chief Compliance OfficerOver 75%1995

Frequently asked questions

How much does Summit Portfolio Management LLC manage?

Summit Portfolio Management LLC reports $169.7 million in regulatory assets under management on its Form ADV.

How many employees does Summit Portfolio Management LLC have?

Summit Portfolio Management LLC reports 4 employees.

Where is Summit Portfolio Management LLC located?

Summit Portfolio Management LLC is based in Las Vegas, NV and has been SEC-registered since 1994.

Does Summit Portfolio Management LLC disclose fund performance?

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

Contact & registration

Address10091 Park Run Drive, #110, Las Vegas, NV 89145
Phone702 838 9999
Fax855 686 5800
Office hours9:00-5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$159.5M
Non-discretionary$10.2M
Total (RAUM)$169.7M