$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-21-2018
- Office Locations
- 1
Office Locations
-- Cerritos CA
About Summit Gates Capital
Summit Gates Capital is a Cerritos, CA registered investment adviser for investors seeking long-term growth in the public markets. The firm constructs and manages client portfolios primarily with ETFs, complemented by index funds and mutual funds, and maintains liquidity via cash allocations. Client assets are custodied at Interactive Brokers.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$120.6K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
K
Kevin S Hsu
Chief Compliance Officer, Director, MANAGING DIRECTOR
- CRD
- #6935519
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,568,055 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,568,055 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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