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- Custodian
- Charles Schwab & Company · Interactive Brokers · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2014
- Office Locations
- 2
Office Locations
About Summit Family Office Services, LLC
Summit Family Office Services, LLC is a Washington-registered RIA serving retail clients with investment management plus financial and wealth planning. The firm focuses on portfolio construction and asset allocation, commonly using ETFs and fixed income and may incorporate alternatives as appropriate. Despite the name, it is not a single-family office (it does not manage assets for one ultra-high-net-worth family). Custody includes Charles Schwab.
Team overview
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Custodian
Investment Themes
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Owner & Executives
DAVID WAYNE YOUNG
Chief Compliance Officer, First Vice President, MANAGING DIRECTOR
- CRD
- #2960150
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALLEN LEO ABBOTT JR
--
- CRD
- #2538997
Michael NMI Herr
--
- CRD
- #874203
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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