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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2015
- Office Locations
- 3
Office Locations
About Triple Summit Advisors, LLC
Triple Summit Advisors, LLC is an SEC-registered RIA serving retail and institutional clients with portfolio management and planning, including asset allocation, portfolio construction, tax and estate planning, retirement planning, and insurance guidance. The firm primarily implements portfolios using ETFs, with some fixed income exposure, and supports accounts on custodians such as Charles Schwab. Managing Partner Dan Kanivas, CFA, CFP, is a Harvard and Haas graduate and U.S. military veteran.
Team overview
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Custodian
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Owner & Executives
Dan Kanivas
Managing Member, Partner
- CRD
- #6614568
- Ownership
- 25% but less than 50%
WEI WANG
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4833881
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,473,568 | $263,285 |
| Non-Discretionary | $0 | -- |
| Total | $108,473,568 | $263,285 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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