Summit Advisor Solutions
Financial Services
14785 Preston Road
31 employees
- Employees
- 31
Summit Advisor Solutions Overview
- Headquarters
- 14785 Preston Road
- Website
- summitadvisorsolutions.com
- Industry
- Financial Services
- Employees
- 31
- Founded
- 2001
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Summit Advisor Solutions
Summit Advisor Solutions (SAS) is a Technology & Investment Platform that caters to RIA's. SAS offers a technology solution for advisors to customize asset management in their own branded, and organized configuration. In addition to offering a wide array of strategies and managers, SAS also provides access to thoroughly screened alternative asset management strategies in the Hedge Fund and Private Credit space. The combination of providing asset management content and allowing advisors to add their own strategies and content in one technology engine is an efficient, and current way for advisors to execute on their business. Advisory services offered through Summit Advisor Solutions, an SEC registered investment adviser.
Summit Advisor Solutions Contact Details
Compare Similar Companies to Summit Advisor Solutions
Optavia
Financial Services
McKinley Carter Wealth Services
Investment Management
Moisand Fitzgerald Tamayo, LLC
Financial Services
WPWealth
Financial Services
Advus Financial Partners, LLC
Financial Services
Aspen Wealth Management
Financial Services
Fortiv Wealth Management
Financial Services
Kendall Capital Management
Financial Services
LD Lowe Wealth Advisory
Financial Services
Amacongo, Llc
Financial Services