SEC CRD #801-130040
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment ... SUMMITAS INVESTMENT MANAGEMENT LLC is a registered investment adviser managing $159M in assets with 2 employees (CRD #330721). Summitas Investment Management LLC is a forward-thinking investment firm committed to helping clients achieve sustainable financial success. We combine ...
JOHN SHAO
PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER
📞 (254) 275-5326
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AUM
$159M
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