Company Information

Get to know Summit Investment Advisors

Founded in 2002, Summit Investment Advisors, LLC is an independent wealth management firm based in Dallas, Texas. The company operates as a fiduciary, offering personalized financial planning and investment management services to a clientele of high-net-worth individuals, families, and institutions. Their core mission is to provide objective, client-centered advice to help clients achieve their long-term financial goals through disciplined investment strategies and comprehensive financial oversight.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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Summit Investment Advisors

United States

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.