SUMMIT INVESTMENT ADVISORY SERVICES, LLC
Doing business as SUMMIT INVESTMENT ADVISORY SERVICES. SEC Form ADV profile.
Total regulatory AUM
$745,821,237
Discretionary
$740,063,836
Non-discretionary
$5,757,401
Firm details
- CRD number
- 168594
- SEC file number
- 801-110650
- Main office
- ROSEVILLE, MN, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.