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.
Company Details
- Founded
- -
- Address
- 14785 Preston Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- summitadvisorsolutions.com
- Keywords
- Unified Managed Accounts, Rep Directed Model Management, Investment Management, Turn Key Asset Management Platform, Back Office Services.
- HQ
- Dallas, TX
Summit Advisor Solutions Questions
Summit Advisor Solutions's website is summitadvisorsolutions.com
Summit Advisor Solutions's LinkedIn profile is https://www.linkedin.com/company/summitadvisorsolutions
Summit Advisor Solutions's industry is
Financial Services
Summit Advisor Solutions's top competitors are
Optavia,
Kendall Capital Management,
Advus Financial Partners, Llc,
Ld Lowe Wealth Advisory,
Amacongo, Llc,
Wpwealth,
Fortiv Wealth Management,
Mckinley Carter Wealth Services,
Moisand Fitzgerald Tamayo, Llc,
Aspen Wealth Management.
Summit Advisor Solutions's categories are Financial Services
Summit Advisor Solutions's founding year is 2001
