$74.4M Total AUM
$74.4M Disc. AUM
-- 3Y CAGR
6 Employees
103 ADV. Clients
18 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-20-2007
- Office Locations
- 2
Office Locations
160 Technology Drive Suite 101 Canonsburg PA
518 West Apple Street Hastings MI
About Summit Advisors, LLC
Summit Advisors, LLC is a Canonsburg-based RIA with 2 offices. The firm has been operating for 18 years. Managing $74.4M in total assets under management, with 6 advisory representatives. They custody assets with RBC.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$722.6K AVG AUM / CLIENT
15.8 yrs AVG TENURE
6 Employees
6 Advisory Reps
5 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BETTY HARRIS RAINIER
Chief Executive Officer
- CRD
- #1093968
- Ownership
- 50% but less than 75%
Available
Available
Available
R
RICHARD KING RAINIER II
--
- CRD
- #2603107
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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B
BRUCE LAUREN EDGER
--
- CRD
- #1836961
Available
Available
Available
C
CLAYTON ARTHUR EDGER
--
- CRD
- #4240312
Available
Available
Available
Showing 2 of 5 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,429,967 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,429,967 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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