Best Investors Account Sign in
Inactive

Aash Michael Shah

Summit Global Investments, LLC

Bountiful, UT

CRD 6765639

Claim This Profile
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
UT RA APPROVED 2018-01-24
  • UT RA
    APPROVED
    Since 2018-01-24

Branch Locations

620 South Main Street, Bountiful, UT 84010 • 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
Summit Global Investments Bountiful UT 02/2017 Present
Key Private Bank Denver CO 08/2015 01/2017
  • 02/2017 → Present
    Summit Global Investments
    Bountiful, UT
  • 08/2015 → 01/2017
    Key Private Bank
    Denver, CO
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Aash Mahendra Shah

View on SEC IAPD

Nearby Firms

SG TRADING SOLUTIONS, LLC
CETERA INVESTMENT ADVISERS LLC
STRATEGIC PLANNING GROUP

Nearby Investors

SYLVAIN DAVID TEMPLEMAN
JANET LEE
RONALD SCOTT MEANS

Nearby Offices

SG TRADING SOLUTIONS, LLC · BOUNTIFUL, UT
CETERA INVESTMENT ADVISERS LLC · BOUNTIFUL, UT
STRATEGIC PLANNING GROUP · BOUNTIFUL, UT

More in Bountiful, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor