Summit Global Investments, LLC is a large advisory firm based in Bountiful. It manages $829.98 million of regulatory assets for 937 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Colorado, and 4 other states.
Summit Global Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Summit Global Investments, LLC is $829.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 790354% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Summit Global Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Summit Global Investments is investment companies with 3 clients and $502.72 million of assets under management. Among the 6 most similar advisory firms, Summit Global Investments has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $641.73 million for 934 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Summit Global Investments doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Summit Global Investments, LLC performs its advisory services is located at 620 South Main Street, Bountiful, UT 84010 The mailing address of the firm is 620 South Main Street, Bountiful, UT 84010. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-251-4847 or by fax 888-251-4847. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at summitglobalinvestments.com and its LinkedIn profile.