Investment adviser · CRD 130405

SUMMIT INVESTMENT GUIDANCE PARTNERS

Investment adviser filing (IA)

SUMMIT INVESTMENT GUIDANCE PARTNERS, LLC

GRAND RAPIDS, MI, United States · Form ADV filed Apr 18, 2012

Regulatory AUM
$60.1M
Form ADV · Item 5.F
Client accounts
136
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 18, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

826 PARCHMENT DRIVE SE SUITE 205
GRAND RAPIDS, MI, 49546, United States

CRD 130405

Filing source

Form ADV 641378 · Apr 18, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.