Allocator Index · CRD 285972
SUMMIT WEALTH AND RETIREMENT PARTNERS
Eagle, ID · (925) 927-1900 · summitwealthandretirement.com
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
194
Other individuals
152
HNW assets
$900.6M
Total AUM
$978.1M
Employees
12
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.