Summit Portfolio Management LLC
● SEC registered since 1994CRD 111243SEC# 801-46423Las Vegas, NV
Reg. AUM
$214M
Employees
5
Accounts
414
Location
Las Vegas, NV
Summit Portfolio Management LLC assets under management
Summit Portfolio Management LLC is a registered investment adviser overseen by the SEC based in Las Vegas, NV. The firm has been registered since 1994. It reports $214 million in regulatory assets under management and employs 5 people.
Summit Portfolio Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Francis Bock Control | President/Chief Compliance Officer | Over 75% | 1995 |
Frequently asked questions
How much does Summit Portfolio Management LLC manage?
Summit Portfolio Management LLC reports $214 million in regulatory assets under management on its Form ADV.
How many employees does Summit Portfolio Management LLC have?
Summit Portfolio Management LLC reports 5 employees.
Where is Summit Portfolio Management LLC located?
Summit Portfolio Management LLC is based in Las Vegas, NV and has been SEC-registered since 1994.
Does Summit Portfolio Management LLC disclose fund performance?
Summit Portfolio Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10091 Park Run Drive, #110, Las Vegas, NV 89145 |
| Phone | 702 838 9999 |
| Fax | 855 686 5800 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$214Mregulatory AUM
Discretionary $204.4MNon-discretionary $9.6M