SUMMIT AG ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ALDEN, Iowa
CRD number
297593

Firm profile

FINTRX

Overview

Summit Ag Advisors, LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. Public records for the firm include few details about its advisory lines, client segments, or fee structures. The firm is not identified as a capital allocator, does not self-report as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It also does not indicate pension consulting activities or an affiliation as a related adviser. The SEC registration year is not specified in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • JUSTIN KIRCHHOFF

    Chief Executive OfficerCRD 6377140

  • Lauritson Jacob

    Chief Financial OfficerCRD 6969525

  • Eric Peterson

    President, COOCRD 6969522

Contacts

1 of 1
  • BRUCE RASTETTER

    Founder & Executive ChairmanCRD 6377145

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ALDEN, IA

HARDIN

Location

ALDEN, IA

Headquartered in ALDEN, IA, in the Midwest of the United States.

Region
Midwest
County
HARDIN
Address
10640 County Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth