Skip to main content

SUMMIT GLOBAL INVESTMENTS, LLC

SEC Form ADV profile.

Total regulatory AUM
$2,291,949,405
Discretionary
$2,291,949,405
Non-discretionary
$0

Firm details

CRD number
157091
SEC file number
801-76631
Main office
BOUNTIFUL, UT, United States
Employees
37
SEC status
Approved
Fee structure
Percentage of AUM Performance-based Other

As of October 2026.