7Summit Advisors, LLC

7Summit Advisors, LLC

Investment Management Los Angeles, California, United States 3 employees STOCK
Employees
3

7Summit Advisors, LLC Overview

Headquarters
Los Angeles, California, United States
Industry
Investment Management
Employees
3
Founded
2014
Stock Symbol
STOCK
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About 7Summit Advisors, LLC

7Summit Advisors, LLC is a registered investment adviser with State of California. 7Summit Advisors, LLC (SVNSMX, SVNSTX) listed our separately managed account composite performance on The Nasdaq Stock Market (NASDAQ) in 2022. In connection with this listing, 7Summit Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®). Our firm’s claim of compliance has been independently verified by ACA Compliance Group. In addition, each of our composites receives a performance examination. I founded 7Summit Advisors in 2014. Its approach reflects my philosophy that investing resembles an arduous climb to a mountain summit. Success requires month—perhaps years—of preparation and demands discipline and perseverance. The image of a summit ascent captures 7Summit’s view of risk and reward: aim high, limit risk and rely on experience and discipline when unforeseen events occur. Disclaimer: http://7summitadvisors.com/social-media-disclaimer All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. 7Summit Advisors cannot guarantee future financial results. By clicking on a hyperlink, you may be directed to a non-7Summit Advisors website. 7Summit Advisors does not control and is not responsible for any third-party content on 7Summit Advisor’s company page or any other third-party sites that may be linked to our company page.

7Summit Advisors, LLC Contact Details

People in AeroLeads
2

7Summit Advisors, LLC Org Chart

Sample employees and titles
Name Title Contact
Jane Whiteman Private Client Services
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Li Chang, Cfp® Investment Management That Drives Asset
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