$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
0 Employees
6 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-28-2004
- Office Locations
- 1
Office Locations
-- Santa Monica CA
About Summit Equity Management, Inc.
Summit Equity Management, Inc. is a Santa Monica-based RIA. The firm has been operating for 22 years. Managing $2.0M in total assets under management, They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$325.2K AVG AUM / CLIENT
8.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ADAM JAY HOLIBER
President
- CRD
- #1899431
- 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 | $1,951,032 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,951,032 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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