3summit Investment Management, LLC

Overview

3summit Investment Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individuals/families and institutional clients and provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include a percentage of assets under management and hourly billing. The firm lists accounting among its business activities, suggesting overlap between advisory and accounting services in client engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives