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Summit Global Investments, LLC CRD 157091
$2.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-04 |
| WA | RA | APPROVED | 2025-09-04 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Bainbridge Island, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pacific Financial Group, Inc. | Bellevue | WA | 10/2007 | 06/2022 |
| Independent Financial Group, Llc | San Diego | CA | 09/2022 | 04/2024 |
| Unemployment | Bainbridge Island | WA | 07/2022 | 09/2022 |
| Unemployment | Bainbridge Island | WA | 04/2024 | 09/2024 |
| Summit Global Investments | Bountiful | UT | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-06 |
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