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Summit Advisors, Inc.

Managing MemberSummit Investment Advisory Services, LLC

About Summit Advisors, Inc.

Summit Advisors, Inc. is listed as Managing Member 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 B

Frequently asked questions

Where does Summit Advisors, Inc. work?

Summit Advisors, Inc. is listed as Managing Member at Summit Investment Advisory Services, LLC on SEC Form ADV.

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

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

Summit Investment Advisory Services, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2021