This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Focus meridianMeridian +more
- Established Date
- 03-17-2017
- Office Locations
- 2
Office Locations
About 3summit Investment Management, LLC
3Summit Investment Management is an independent, fee-only RIA providing fiduciary, conflict-free investment management and financial advice for retail and institutional clients. The firm designs custom portfolios using a rigorous process and risk management, backed by 15 proprietary investment strategies, a 98% client retention rate, and portfolio managers averaging 22 years of experience. Custody includes Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL IRVINE
Managing Member
- CRD
- #6693047
- Ownership
- 50% but less than 75%
GARRETT WAYNE PHILLIPS
Chief Compliance Officer, Managing Partner
- CRD
- #4666737
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Alexey Belkin
Director, Portfolio Manager
- CRD
- #7249060
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,809,911 | -- |
| Non-Discretionary | $429,848 | -- |
| Total | $28,239,759 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $28,239,759
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $814,299,326 | 9.1% |
| U.S. Government/Agency | $2,451,846,323 | 27.4% |
| Public Funds | $1,843,358,914 | 20.6% |
| Cash | $1,449,631,768 | 16.2% |
| Corporate - Non-Investment Grade | $2,389,207,914 | 26.7% |
| Total | $8,948,344,245 | 100.0% |