Summit Capital Strategies, LLC is a large advisory firm based in Spokane. It manages $143.23 million of regulatory assets for 267 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Washington.
Summit Capital Strategies provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, 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.
The assets under management (AUM) of Summit Capital Strategies, LLC is $143.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Summit Capital Strategies, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Curtis Rudolf has been acting as President since 1 Oct 2006. Summit Capital Group Llc joined the executive team most recently as the Owner.
The principal office where Summit Capital Strategies, LLC performs its advisory services is located at 421 W. Riverside Avenue, Spokane, WA 99201, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-536-1604 or by fax 509-747-5037. The normal business hours are 7:00 am to 5:00 pm pst on Monday - Friday. You can find more information about the New York firm at www.summitcapital.com.