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Summit Advisor Solutions

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summit advisor solutions (sas) is a technology & investment platform that caters to ria's. sas offers a technology solution for advisors to customize asset management in their own branded, and organized configuration. in addition to offering a wide array of strategies and managers, sas also provides access to thoroughly screened alternative asset management strategies in the hedge fund and private credit space. the combination of providing asset management content and allowing advisors to add their own strategies and content in one technology engine is an efficient, and current way for advisors to execute on their business. advisory services offered through summit advisor solutions, an sec registered investment adviser.

Headquarters:
14785 Preston Road, Suite 1000, Dallas, Texas, United States, 75254
Industry:
Financial Services
Founded:
2001
Employees:
2
Annual Revenue:
-

Type: Private
Ticker: -
United States 1
Turn Key Asset Management PlatformUnified Managed AccountsRep Directed Model ManagementInvestment ManagementBack Office Services
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Summit Advisor Solutions

Let us help answer the most common questions you might have.

Where is Summit Advisor Solutions located?

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Summit Advisor Solutions' headquarters is located at 14785 Preston Road, Suite 1000, Dallas, Texas, United States, 75254

What is Summit Advisor Solutions' official website?

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Summit Advisor Solutions' official website is summitadvisorsolutions.com

What is Summit Advisor Solutions' SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Summit Advisor Solutions' NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Summit Advisor Solutions have?

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Summit Advisor Solutions has 2 employees

What industry does Summit Advisor Solutions belong to?

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Summit Advisor Solutions is in the industry of: Financial Services

What are Summit Advisor Solutions' social media links?

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Summit Advisor Solutions Linkedin page

Distro — Free Sales Engagement Platform

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