Summit Family Office Services, LLC

Overview

Summit Family Office Services, LLC is an independent registered investment adviser organized as an LLC and positioned to serve individuals and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and bills through a mix of percentage-of-AUM, hourly, fixed-fee and performance-based arrangements. Summit identifies itself with family-office–style services (name and client base indicate a family-focused client approach) but is not described as a multi-state adviser or a pension consultant. The firm is not flagged as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices