Summit Portfolio Management
Summit Portfolio Management, based in Las Vegas, is an independent, fee-only advisory firm serving high net worth clients and fiduciaries. Using Nobel Prize-winning research, we provide unbiased, fiduciary financial advice, avoiding conflicts of interest common in traditional investment firms.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- BC
Brandon Cruz
Financial Advisor · Finance & Accounting
EmailPhone - MR
Matthew Ravenscroft
Financial Advisor · Finance & Accounting
EmailPhone - RC
Remington Conte
Portfolio Administrator · Operations
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Summit Portfolio Management
5 distinct titles indexed · top 5 shown.
- 2financial advisor
- 1entry level financial advisor
- 1executive assistant to chief executive officer
- 1financial analyst internship
- 1portfolio administrator
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