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SUMMITAS INVESTMENT MANAGEMENT LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$131M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 131.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 330721 |
| SEC Number | 801-130040 |
| Phone | 254-275-5326 |
| Total Employees | 2 |
Client Count by Type (43 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 41 |
| Individuals (other than H… | 2 |
County data not available for this organization.