Sign in Sign up for free

Keith M. Summers, Cfa (Burlington)


Keith M. Summers, Cfa is an adviser based in Burlington. It manages $15 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.

Keith M. Summers, Cfa provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Keith M. Summers, Cfa: assets under management

The assets under management (AUM) of Keith M. Summers, Cfa is $15 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $15 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Keith M. Summers, Cfa for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Burlington

The principal office where Keith M. Summers, Cfa performs its advisory services is located at 2164 Headon Forest Drive, Burlington, L7 M 2 X1, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 905-319-3958 or by fax 905-319-3958. The normal business hours are 6-8 pm on Other.


Registered investment advisers similar to Keith M. Summers, Cfa