Blue Summit Financial Group, Inc.
● SEC registered since 2019CRD 148782SEC# 801-117302San Diego, CA
Reg. AUM
$211.4M
Employees
3
Accounts
630
Location
San Diego, CA
Blue Summit Financial Group, Inc. assets under management
Blue Summit Financial Group, Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2019. It reports $211.4 million in regulatory assets under management and employs 3 people.
Blue Summit Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Bradley Trim Control | Partner / Chief Compliance Officer | 50-75% | 2018 |
| Robert Gordon Seid Control | Partner/Co-Owner | 25-50% | 2019 |
Frequently asked questions
How much does Blue Summit Financial Group, Inc. manage?
Blue Summit Financial Group, Inc. reports $211.4 million in regulatory assets under management on its Form ADV.
How many employees does Blue Summit Financial Group, Inc. have?
Blue Summit Financial Group, Inc. reports 3 employees.
Where is Blue Summit Financial Group, Inc. located?
Blue Summit Financial Group, Inc. is based in San Diego, CA and has been SEC-registered since 2019.
Does Blue Summit Financial Group, Inc. disclose fund performance?
Blue Summit Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4660 la Jolla Village Drive, Suites 100 & 200, San Diego, CA 92122 |
| Phone | 619-698-4330 |
| Fax | 619-698-0430 |
| Office hours | 9:00 a.m. To 6:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211.4M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$211.4Mregulatory AUM
Discretionary $211.4M