RIA Intel›Advisers›Washington›SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC

SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC

Advisory

N·BELLEVUE, WA

Data as of Mar 23, 2015 · Source: SEC Form ADV

Total AUM
$9M
1-Year AUM Growth
-88.5%
3-Year CAGR
-40.9%
Employees
1
Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record31
First FilingJul 28, 2008
Latest FilingMar 23, 2015
🔒 Full AUM trend chart and 31 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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