Summit Asset Strategies Wealth Management, LLC is an adviser based in Bellevue. It manages $9.48 million of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Washington.
Summit Asset Strategies Wealth Management provides portfolio management for pooled investment vehicles. 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 Asset Strategies Wealth Management, LLC is $9.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Summit Asset Strategies Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Summit Asset Strategies Wealth Management, LLC performs its advisory services is located at 10655 Ne 4 Th Street Ste 500, Bellevue, WA 98004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-646-7101 or by fax 425-646-6445. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at summitassetstrategies.com.