This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-06-2018
- Office Locations
- 1
Office Locations
About Summitview Advisors
SummitView Advisors is a Michigan-based RIA providing comprehensive financial planning and investment management for business owners, pre-retirees, and professionals with stock compensation, serving clients statewide and virtually nationwide. The firm uses a tailored planning process with regular reviews and emphasizes fiduciary guidance and portfolio construction. Led by CFP Jeffrey Byron Belmonte; custody through Charles Schwab & Co. and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY BYRON BELMONTE
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2022821
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,000,000 | -- |
| Non-Discretionary | $275,000 | -- |
| Total | $68,275,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing