Summit Investment Advisory Services, MN — Investment Adviser | BuildTrust

Active

SUMMIT INVESTMENT ADVISORY SERVICES

Investment AdviceROSEVILLE, MN

Assets Under Management

$632.5M

Total AUM

Donut chart: Discretionary 627.7M, Non-Discretionary 4.8M
Category	Value
Discretionary	627.7M
Non-Discretionary	4.8M

Adviser Information

Field	Value
CRD Number	168594
SEC Number	801-110650
Street Address	3065 CENTER POINTE DRIVE
Street Address 2	SUITE 2
Location	ROSEVILLE, MN 55113
Country	United States
Phone	(651) 490-2939
Total Employees	13

Client Count by Type (1,352 Total)

Horizontal bar chart: Individuals (other than H… 891, High Net Worth Individual… 461
Category	Value
Individuals (other than H…	891
High Net Worth Individual…	461