3summit Investment Management, LLC
3summit Investment Management, LLC (CRD# 284434) is a financial advisory firm headquartered in Vienna, VA. They manage $15,335,680 in 46 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management15MILLION
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Total Number of Accounts46ACCOUNTS
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Average Account Value$333,384
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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CO, VA
Daniel Irvine (CRD# 6693047) is an Investment Advisor Representative working at 3summit Investment Management, LLC in Vienna, VA and has over 8 years of experience in the finance industry.
Garrett Phillips (CRD# 4666737) is an Investment Advisor Representative working at 3summit Investment Management, LLC in Denver, CO and has over 6 years of experience in the finance industry.
Alexey Belkin (CRD# 7249060) is an Investment Advisor Representative working at 3summit Investment Management, LLC in Vienna, VA and has over 4 years of experience in the finance industry.