Summit Portfolio Management- Financial Advisor Las Vegas, NV

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About Summit Portfolio Management

Summit Portfolio Management is an independent financial advisory firm located in Las Vegas, Nevada that provides financial advice based on Nobel Prize winning research. We are a fee-only wealth management consulting firm that represents the interests of high net worth individuals, fiduciaries of qualified plans and trusts. Our advisory service differs significantly from most financial services firms. As a fiduciary we are legally bound to provide objective advice and a broader range of financial options without the conflicts of interest commonly associated with investment product purveyors or traditional brokerage firms. Founded in 1984 by Timothy F. Bock, Summit takes pride in providing state-of-the-art financial planning strategies, investment portfolio construction and management, and portfolio analysis. Summit is one of the few firms nationwide to provide Portfolio Engineering. Portfolio Engineering is the process of linking clients financial objectives to a portfolio strategy designed to have the highest probability of success.We are committed to the highest standards of service, integrity, quality, and excellence.

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General Information

Firm Start Year

1984

No. of Employees

Firm CRD#

111243

Name of Custodial Firm

TD Ameritrade

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 7, Series 66

Firm Information

Firm's Number of Clients

Assets Managed by Firm

131 Million

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.summitportfolio.com/important-disclosures-and-privacy-information.html

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890535/paladinregistry-Summit-Portfolio-Management-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Summit Portfolio Management