CRD: 169250
Summer Fields Investments, LLC
$30.2M Total AUM
$30.2M Disc. AUM
-- 3Y CAGR
1 Employees
188 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-02-2014
- Office Locations
- 1
Office Locations
-- Creve Coeur MO
About Summer Fields Investments, LLC
Summer Fields Investments, LLC is a fiduciary RIA (founded 2014) focused on dividend, income, and value investing, building durable portfolios for individuals, families, and institutions. Client portfolios are implemented primarily with ETFs and custodied through platforms such as Charles Schwab and Interactive Brokers. The firm is state-registered in Missouri, California, and New York.
Team overview
-- AVG AGE
$30.2M AVG AUM / ADVISOR
$160.5K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Y
YOSEF Y FERRIS
Controller, PRINCIPAL
- CRD
- #5781314
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,168,867 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,168,867 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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