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Summit Advisors Holdco, LLC

Holding CompanySummit Investment Advisory Services, LLC

About Summit Advisors Holdco, LLC

Summit Advisors Holdco, LLC is listed as Holding Company at Summit Investment Advisory Services, LLC in Roseville, MN. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Summit Investment Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Summit Advisors Holdco, LLC work?

Summit Advisors Holdco, LLC is listed as Holding Company at Summit Investment Advisory Services, LLC on SEC Form ADV.

How much of Summit Investment Advisory Services, LLC does Summit Advisors Holdco, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Summit Investment Advisory Services, LLC

TitleHolding Company
OwnershipOver 75%
Control personYes
Since2021