RIA Intelligence

SUMMIT REAL ESTATE ADVISORS LLC

CRD #109861 SEC #801-55270 PT RICHMOND, CA 510-412-5800
SEC Registered Broker-Dealer
Total AUM
$16.4M
Discretionary
$0
Employees
5
Clients
0
Accounts
17

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 4, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROWN, ARNOLD, EIEXECUTIVE VICE PRESIDENTNA
BROWN, ARNOLD, EIEXECUTIVE VICE PRESIDENTNA
ELLIOTT, MARTIN, WILLIAMIEXECUTIVE VICE PRESIDENTNA
ELLIOTT, MARTIN, WILLIAMIEXECUTIVE VICE PRESIDENTNA
DONALDSON, BRENT, ROYIPRESIDENT, CEOE Control
DONALDSON, BRENT, ROYIPRESIDENT, CEOE Control

Registrations

Federal

IA
Apr 4, 2002 REGISTERED

Notice Filings (1)

CA

Address

78 RAILROAD AVE
PT RICHMOND, CA 94801
USA
Phone: 510-412-5800