Active
SUMMIT GLOBAL INVESTMENTS, LLC
Investment Advice|BOUNTIFUL, UT
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Assets Under Management
$1.9B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.9B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 157091 |
| SEC Number | 801-76631 |
| Street Address | 620 SOUTH MAIN STREET |
| Location | BOUNTIFUL, UT 84010 |
| Country | United States |
| Phone | 888-251-4847 |
| Fax | 801-405-6262 |
| Total Employees | 32 |
Client Count by Type (6,923 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 6,639 |
| High Net Worth Individual… | 216 |
| Corporations/Businesses | 54 |
| Investment Companies | 10 |
| Pooled Investment Vehicle… | 2 |
| Charitable Organizations | 1 |
| Other | 1 |
Community Partners
CITY OF BOUNTIFUL
CITY OF CLEARFIELD
CITY OF CLINTON
CITY OF FARMINGTON
CITY OF FRUIT HEIGHTS
CITY OF KAYSVILLE
CITY OF LAYTON
CITY OF NORTH SALT LAKE
CITY OF SOUTH WEBER
CITY OF SUNSET
CITY OF SYRACUSE
CITY OF WEST BOUNTIFUL
CITY OF WEST POINT
CITY OF WOODS CROSS
COUNTY OF DAVIS
CITY OF BOUNTIFUL
CITY OF CLEARFIELD
CITY OF CLINTON
CITY OF FARMINGTON
CITY OF FRUIT HEIGHTS
CITY OF KAYSVILLE
CITY OF LAYTON
CITY OF NORTH SALT LAKE
CITY OF SOUTH WEBER
CITY OF SUNSET
CITY OF SYRACUSE
CITY OF WEST BOUNTIFUL
CITY OF WEST POINT
CITY OF WOODS CROSS
COUNTY OF DAVIS
CITY OF BOUNTIFUL
CITY OF CLEARFIELD
CITY OF CLINTON
CITY OF FARMINGTON
CITY OF FRUIT HEIGHTS
CITY OF KAYSVILLE
CITY OF LAYTON
CITY OF NORTH SALT LAKE
CITY OF SOUTH WEBER
CITY OF SUNSET
CITY OF SYRACUSE
CITY OF WEST BOUNTIFUL
CITY OF WEST POINT
CITY OF WOODS CROSS
COUNTY OF DAVIS
Municipal Government
15 Active
15
Organizations
BENCHLAND WATER DISTRICT
BOUNTIFUL IRRIGATION DISTRICT
CENTRAL DAVIS SEWER DISTRICT
DAVIS COUNTY HOUSING AUTHORITY
DAVIS COUNTY MOSQUITO ABATEMENT DISTRICT
DAVIS COUNTY SOIL CONSERVATION DISTRICT
MUTTON HOLLOW WATER IMPROVEMENT DISTRICT
NORTH DAVIS COUNTY SEWER DISTRICT
NORTH DAVIS FIRE DISTRICT
SOUTH DAVIS METROPOLITAN FIRE AGENCY
SOUTH DAVIS RECREATION DISTRICT
SOUTH DAVIS SEWER DISTRICT
SOUTH DAVIS WATER DISTRICT
SOUTH WEBER WATER IMPROVEMENT DISTRICT
UTAH LOCAL GOVERNMENT TRUST
WEBER BASIN WATER CONSERVANCY
BENCHLAND WATER DISTRICT
BOUNTIFUL IRRIGATION DISTRICT
CENTRAL DAVIS SEWER DISTRICT
DAVIS COUNTY HOUSING AUTHORITY
DAVIS COUNTY MOSQUITO ABATEMENT DISTRICT
DAVIS COUNTY SOIL CONSERVATION DISTRICT
MUTTON HOLLOW WATER IMPROVEMENT DISTRICT
NORTH DAVIS COUNTY SEWER DISTRICT
NORTH DAVIS FIRE DISTRICT
SOUTH DAVIS METROPOLITAN FIRE AGENCY
SOUTH DAVIS RECREATION DISTRICT
SOUTH DAVIS SEWER DISTRICT
SOUTH DAVIS WATER DISTRICT
SOUTH WEBER WATER IMPROVEMENT DISTRICT
UTAH LOCAL GOVERNMENT TRUST
WEBER BASIN WATER CONSERVANCY
BENCHLAND WATER DISTRICT
BOUNTIFUL IRRIGATION DISTRICT
CENTRAL DAVIS SEWER DISTRICT
DAVIS COUNTY HOUSING AUTHORITY
DAVIS COUNTY MOSQUITO ABATEMENT DISTRICT
DAVIS COUNTY SOIL CONSERVATION DISTRICT
MUTTON HOLLOW WATER IMPROVEMENT DISTRICT
NORTH DAVIS COUNTY SEWER DISTRICT
NORTH DAVIS FIRE DISTRICT
SOUTH DAVIS METROPOLITAN FIRE AGENCY
SOUTH DAVIS RECREATION DISTRICT
SOUTH DAVIS SEWER DISTRICT
SOUTH DAVIS WATER DISTRICT
SOUTH WEBER WATER IMPROVEMENT DISTRICT
UTAH LOCAL GOVERNMENT TRUST
WEBER BASIN WATER CONSERVANCY
Special District
16 Active
16
Organizations
DAVIS CO SCH DIST
NORTHERN UTAH ACADEMY FOR MATH, ENGINEERING, AND SCIENCE
SPECTRUM ACADEMY
DAVIS CO SCH DIST
NORTHERN UTAH ACADEMY FOR MATH, ENGINEERING, AND SCIENCE
SPECTRUM ACADEMY
DAVIS CO SCH DIST
NORTHERN UTAH ACADEMY FOR MATH, ENGINEERING, AND SCIENCE
SPECTRUM ACADEMY
School District
3 Active
3
Organizations
2FT PROSTHETICS
419TH DIAMONDBACK ASSOCIATION
4 THE SOLUTION
681 WEBER BASIN ANGLERS CHAPTER OF TROUT UNLIMITED
7 FIGURE FOUNDATION
AACE INTERNATIONAL
AASHA INDIA
ACACIA TEC FOUNDATION
ACTIVE WITH AUTISM
ACTS OF KINDNESS FOUNDATION
ADAMS-WOOD CAMP DAUGHTERS OF THE UTAH PIONEERS
AFFORDABLE COMMUNITY SOLUTIONS INC
AFRICAN EDUCATIONAL FOUNDATION FOR PUBLIC POLICY AND MARKET PROCESS
AGLOW INTERNATIONAL
A HOPEFUL NOTE INC
AIR FORCE ASSOCIATION
AIR FORCE ASSOCIATION
AIR FORCE ASSOCIATION
Alliance for International Medicine
ALLIANCE TO PROTECT INSULIN CHOICE
2FT PROSTHETICS
419TH DIAMONDBACK ASSOCIATION
4 THE SOLUTION
681 WEBER BASIN ANGLERS CHAPTER OF TROUT UNLIMITED
7 FIGURE FOUNDATION
AACE INTERNATIONAL
AASHA INDIA
ACACIA TEC FOUNDATION
ACTIVE WITH AUTISM
ACTS OF KINDNESS FOUNDATION
ADAMS-WOOD CAMP DAUGHTERS OF THE UTAH PIONEERS
AFFORDABLE COMMUNITY SOLUTIONS INC
AFRICAN EDUCATIONAL FOUNDATION FOR PUBLIC POLICY AND MARKET PROCESS
AGLOW INTERNATIONAL
A HOPEFUL NOTE INC
AIR FORCE ASSOCIATION
AIR FORCE ASSOCIATION
AIR FORCE ASSOCIATION
Alliance for International Medicine
ALLIANCE TO PROTECT INSULIN CHOICE
2FT PROSTHETICS
419TH DIAMONDBACK ASSOCIATION
4 THE SOLUTION
681 WEBER BASIN ANGLERS CHAPTER OF TROUT UNLIMITED
7 FIGURE FOUNDATION
AACE INTERNATIONAL
AASHA INDIA
ACACIA TEC FOUNDATION
ACTIVE WITH AUTISM
ACTS OF KINDNESS FOUNDATION
ADAMS-WOOD CAMP DAUGHTERS OF THE UTAH PIONEERS
AFFORDABLE COMMUNITY SOLUTIONS INC
AFRICAN EDUCATIONAL FOUNDATION FOR PUBLIC POLICY AND MARKET PROCESS
AGLOW INTERNATIONAL
A HOPEFUL NOTE INC
AIR FORCE ASSOCIATION
AIR FORCE ASSOCIATION
AIR FORCE ASSOCIATION
Alliance for International Medicine
ALLIANCE TO PROTECT INSULIN CHOICE
Nonprofit Organization
1131 Active
1131
Organizations
Community Partners84 organizations
BOUNTIFUL IRRIGATION DISTRICT
Special District·WOODS CROSS
DAVIS COUNTY SOIL CONSERVATION DISTRICT
Special District·WEST POINT
MUTTON HOLLOW WATER IMPROVEMENT DISTRICT
Special District·KAYSVILLE
NORTH DAVIS FIRE DISTRICT
Special District·CLEARFIELD
SOUTH DAVIS SEWER DISTRICT
Special District·WEST BOUNTIFUL
SOUTH DAVIS WATER DISTRICT
Special District·BOUNTIFUL
SOUTH WEBER WATER IMPROVEMENT DISTRICT
Special District·SOUTH WEBER
WEBER BASIN WATER CONSERVANCY
Special District·LAYTON
NORTHERN UTAH ACADEMY FOR MATH, ENGINEERING, AND SCIENCE
School District·LAYTON
SPECTRUM ACADEMY
School District·NORTH SALT LAKE
2FT PROSTHETICS
Nonprofit Organization·Bountiful
419TH DIAMONDBACK ASSOCIATION
Nonprofit Organization·Kaysville
4 THE SOLUTION
Nonprofit Organization·CLEARFIELD
681 WEBER BASIN ANGLERS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·SYRACUSE
7 FIGURE FOUNDATION
Nonprofit Organization·Layton
AACE INTERNATIONAL
Nonprofit Organization·North Salt Lake
AASHA INDIA
Nonprofit Organization·FARMINGTON
ACACIA TEC FOUNDATION
Nonprofit Organization·FRUIT HEIGHTS
ACTIVE WITH AUTISM
Nonprofit Organization·Bountiful
ACTS OF KINDNESS FOUNDATION
Nonprofit Organization·BOUNTIFUL
ADAMS-WOOD CAMP DAUGHTERS OF THE UTAH PIONEERS
Nonprofit Organization·LAYTON
AFFORDABLE COMMUNITY SOLUTIONS INC
Nonprofit Organization·FARMINGTON
AFRICAN EDUCATIONAL FOUNDATION FOR PUBLIC POLICY AND MARKET PROCESS
Nonprofit Organization·LAYTON
AGLOW INTERNATIONAL
Nonprofit Organization·Layton
A HOPEFUL NOTE INC
Nonprofit Organization·Layton
AIR FORCE ASSOCIATION
Nonprofit Organization·CLEARFIELD
AIR FORCE ASSOCIATION
Nonprofit Organization·CLEARFIELD
AIR FORCE ASSOCIATION
Nonprofit Organization·CLEARFIELD
Alliance for International Medicine
Nonprofit Organization·Bountiful
ALLIANCE TO PROTECT INSULIN CHOICE
Nonprofit Organization·NORTH SALT LAKE
ALL POLY SPORTS
Nonprofit Organization·WOODS CROSS
AMASA MASON LYMAN EDUCATIONAL AND HISTORICAL SOCIETY
Nonprofit Organization·FRUIT HEIGHTS
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Kaysville
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Layton
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
Nonprofit Organization·Kaysville
AMERICAN COLLEGE OF NURSE-MIDWIVES
Nonprofit Organization·Kaysville
AMERICAN HEROES MOTORCYCLE
Nonprofit Organization·Clearfield
AMERICAN INNS OF COURT FOUNDATION
Nonprofit Organization·Layton
AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS
Nonprofit Organization·Clearfield
AMERICAN JUSTICE ASSOCIATION
Nonprofit Organization·Layton
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Layton
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Layton
AMERICAN LEGION AUXILIARY BOUNTIFUL UNIT 79
Nonprofit Organization·Bountiful
AMERICAN LEGION JOHN W SHEETS POST 27 FARMINGTON UTAH
Nonprofit Organization·Farmington
AMERICAN LEGION POST 134
Nonprofit Organization·Clearfield
AMERICAN LEGION UTAH BOYS STATE INC
Nonprofit Organization·FRUIT HEIGHTS
AMERICAN LEGION UT BOYS STATE FOUND
Nonprofit Organization·KAYSVILLE
AMERICAN NEPHROLOGY NURSES ASSOCIATION INTERMOUNTAIN #516
Nonprofit Organization·NORTH SALT LAKE
AMERICANS FOR COMMON GROUND
Nonprofit Organization·BOUNTIFUL
AMERICAN STRING TEACHERS ASSOCIATION INCORPORATED
Nonprofit Organization·Bountiful
AMERICAN VOLKSSPORT ASSOCIATION INC
Nonprofit Organization·Syracuse
America's Fallen Firefighter Memorial
Nonprofit Organization·Layton
AMH FOUNDATION
Nonprofit Organization·Clinton
ANARCHY GIRLS COSPACE INC
Nonprofit Organization·Bountiful
ANCHOR OF HOPE
Nonprofit Organization·LAYTON
ANCIENT EGYPTIAN ARABIC ORDER NOBLES MYSTIC SHRINE OF N & S AMER
Nonprofit Organization·Layton
ANGEL BRIELLE FOUNDATION
Nonprofit Organization·FARMINGTON
ANGELS IN ACTION
Nonprofit Organization·Bountiful
ANGELWORKS STUDIOS
Nonprofit Organization·Bountiful
ANIMAL ANGELS
Nonprofit Organization·Layton