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Minny Moy Hunt

Summit Global Investments, LLC

Bountiful, UT

Hudson, NH

CRD 1732479

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Employer firm

Summit Global Investments, LLC CRD 157091

$2.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Summit Global Investments, Llc

620 South Main Street, Bountiful, UT 84010 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
RI RA APPROVED 2026-07-30
NH RA APPROVED 2026-07-28
  • MA RA
    APPROVED
    Since 2026-08-11
  • RI RA
    APPROVED
    Since 2026-07-30
  • NH RA
    APPROVED
    Since 2026-07-28

Branch Locations

620 South Main Street, Bountiful, UT 84010 • United States

Hudson, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Smithfield RI 02/1994 06/2021
World System Builder Alviso CA 07/2021 06/2026
Summit Global Investments, Llc Bountiful UT 06/2026 Present
  • 02/1994 → 06/2021
    Fidelity Investments
    Smithfield, RI
  • 07/2021 → 06/2026
    World System Builder
    Alviso, CA
  • 06/2026 → Present
    Bountiful, UT
Other Businesses

Minny Hunt - Insurance Agent - Hudson, NH - Non-Investment Related - 75% during business hours - 11/2022

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-27
  • S65 Uniform Investment Adviser Law Examination
    2026-07-27
Other Names
  • Minny Moy Hunt
  • Minny Hunt

View on SEC IAPD

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