Summit Equity Management, Inc.
RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$325K
Accounts
6
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 132071
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Summit Equity Management, Inc. is a small, privately owned corporate advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also operates as a real estate broker. Client relationships are primarily individual and family households rather than institutional mandates. Summit reports no active ESG program and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Adam Holiber
PresidentCRD 1899431
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Ford Investment & Retirement Management LLC
RIAAUM $2MTEAM 1REPS 1
BQS Management LLC
RIAAtlanta, GA
AUM $1.9MTEAM 1REPS 1
Planning Trail Investments, LLC
RIAAUM $1.9MTEAM 1REPS 1
Ansonia Capital Advisors LLC
RIAPrinceton, NJ
AUM $2MTEAM 1REPS 1
Money Consultants Advisory, Inc.
RIAAUM $2MTEAM 1REPS 1
Southern Wealth Builders
RIAAUM $2MTEAM 1REPS 1