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7SUMMIT ADVISORS, LLC
CRD 171409
6080 CENTER DRIVE, SUITE 600, LOS ANGELES, CA, 90045, United States
Phone
310-684-3650
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.7M
Discretionary AUM
$25.7M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $7.1M |
| High net worth individuals | 5 | $18.6M |
All web addresses on file
Official SEC filing: View on IAPD