Investment adviser · CRD 134092

SUMMIT PORTFOLIO ADVISORS, LLC

Investment adviser filing (IA)

· Form ADV filed Apr 25, 2014

Regulatory AUM
$1.23M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

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 25, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

CRD 134092

Filing source

Form ADV 820202 · Apr 25, 2014 · 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.