SUMMIT EQUITIES, INC.
Legal name: SUMMIT EQUITIES INC
CRD #11039 SEC #801-39162 PARSIPPANY, NJ 973-285-3670
SEC Registered Broker-Dealer
Total AUM
--
Discretionary
--
Employees
0
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $3B | $1.4B | $1.6B | 222 | 242 |
| Jun 2018 | $3B | $1.4B | $1.6B | 222 | 242 |
| Mar 2018 | $3B | $1.4B | $1.6B | 222 | 242 |
| Sep 2017 | $2.6B | $1.1B | $1.5B | 250 | 6,500 |
| Jul 2017 | $2.6B | $1.1B | $1.5B | 250 | 6,500 |
| May 2017 | $2.6B | $1.1B | $1.5B | 250 | 6,500 |
| May 2017 | $2.6B | $1.1B | $1.5B | 250 | 6,500 |
| Apr 2017 | $2.6B | $1.1B | $1.5B | 250 | 6,500 |
| Mar 2017 | $2.6B | $1.1B | $1.5B | 250 | 6,500 |
| Nov 2016 | $2.4B | $927.8M | $1.5B | 250 | 6,100 |
| Jul 2016 | $2.4B | $927.8M | $1.5B | 250 | 6,100 |
| Jul 2016 | $2.4B | $927.8M | $1.5B | 250 | 6,100 |
| Jul 2016 | $2.4B | $927.8M | $1.5B | 250 | 6,100 |
| Jun 2016 | $2.4B | $927.8M | $1.5B | 250 | 6,100 |
| Apr 2016 | $2.4B | $927.8M | $1.5B | 250 | 6,100 |
| Mar 2016 | $2.4B | $927.8M | $1.5B | 250 | 6,100 |
| Nov 2015 | $2.6B | $879.5M | $1.7B | 250 | 6,100 |
| Nov 2015 | $2.6B | $879.5M | $1.7B | 250 | 6,100 |
| Sep 2015 | $2.6B | $879.5M | $1.7B | 250 | 6,100 |
| Mar 2015 | $2.6B | $879.5M | $1.7B | 250 | 6,100 |
| Feb 2015 | $2.5B | $806.6M | $1.6B | 235 | 5,700 |
| Oct 2014 | $2.5B | $806.6M | $1.6B | 235 | 5,700 |
| Oct 2014 | $2.5B | $806.6M | $1.6B | 235 | 5,700 |
| May 2014 | $2.3B | $712.4M | $1.6B | 235 | 5,700 |
| Mar 2014 | $2.3B | $1.3B | $933.7M | 235 | 5,700 |
| Mar 2013 | $1.9B | $1B | $871.5M | 75 | 5,700 |
| Jul 2012 | $1.8B | $1.1B | $659.2M | 51 | 5,600 |
| Mar 2012 | $1.8B | $1.1B | $659.2M | 51 | 5,600 |
| Jan 2012 | $1.8B | $1.1B | $677.7M | 51 | 5,200 |
| Mar 2010 | $1.6B | $974.9M | $652.4M | 51 | -- |
| Jun 2009 | $1.3B | $834.3M | $508M | 51 | -- |
| Mar 2009 | $1.3B | $834.3M | $508M | 51 | -- |
| Sep 2007 | $1.7B | $1.2B | $482.3M | 5 | -- |
| Aug 2007 | $1.7B | $1.2B | $482.3M | 5 | -- |
| Mar 2007 | $1.7B | $1.2B | $482.3M | 5 | -- |
| Mar 2006 | $1.3B | $814.6M | $471.7M | 5 | -- |
| May 2005 | $1.1B | $658.9M | $437M | 51 | -- |
| Mar 2002 | $407.5M | $122.9M | $284.6M | 51 | -- |
| Jul 2001 | $500.1M | $205.4M | $294.8M | 51 | -- |
| Jun 2001 | $500.1M | $205.4M | $294.8M | 51 | -- |
DateJul 2018
Total AUM$3B
Discretionary$1.4B
Non-Disc.$1.6B
Employees222
Clients242
DateJun 2018
Total AUM$3B
Discretionary$1.4B
Non-Disc.$1.6B
Employees222
Clients242
DateMar 2018
Total AUM$3B
Discretionary$1.4B
Non-Disc.$1.6B
Employees222
Clients242
DateSep 2017
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees250
Clients6,500
DateJul 2017
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees250
Clients6,500
DateMay 2017
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees250
Clients6,500
DateMay 2017
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees250
Clients6,500
DateApr 2017
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees250
Clients6,500
DateMar 2017
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees250
Clients6,500
DateNov 2016
Total AUM$2.4B
Discretionary$927.8M
Non-Disc.$1.5B
Employees250
Clients6,100
DateJul 2016
Total AUM$2.4B
Discretionary$927.8M
Non-Disc.$1.5B
Employees250
Clients6,100
DateJul 2016
Total AUM$2.4B
Discretionary$927.8M
Non-Disc.$1.5B
Employees250
Clients6,100
DateJul 2016
Total AUM$2.4B
Discretionary$927.8M
Non-Disc.$1.5B
Employees250
Clients6,100
DateJun 2016
Total AUM$2.4B
Discretionary$927.8M
Non-Disc.$1.5B
Employees250
Clients6,100
DateApr 2016
Total AUM$2.4B
Discretionary$927.8M
Non-Disc.$1.5B
Employees250
Clients6,100
DateMar 2016
Total AUM$2.4B
Discretionary$927.8M
Non-Disc.$1.5B
Employees250
Clients6,100
DateNov 2015
Total AUM$2.6B
Discretionary$879.5M
Non-Disc.$1.7B
Employees250
Clients6,100
DateNov 2015
Total AUM$2.6B
Discretionary$879.5M
Non-Disc.$1.7B
Employees250
Clients6,100
DateSep 2015
Total AUM$2.6B
Discretionary$879.5M
Non-Disc.$1.7B
Employees250
Clients6,100
DateMar 2015
Total AUM$2.6B
Discretionary$879.5M
Non-Disc.$1.7B
Employees250
Clients6,100
DateFeb 2015
Total AUM$2.5B
Discretionary$806.6M
Non-Disc.$1.6B
Employees235
Clients5,700
DateOct 2014
Total AUM$2.5B
Discretionary$806.6M
Non-Disc.$1.6B
Employees235
Clients5,700
DateOct 2014
Total AUM$2.5B
Discretionary$806.6M
Non-Disc.$1.6B
Employees235
Clients5,700
DateMay 2014
Total AUM$2.3B
Discretionary$712.4M
Non-Disc.$1.6B
Employees235
Clients5,700
DateMar 2014
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$933.7M
Employees235
Clients5,700
DateMar 2013
Total AUM$1.9B
Discretionary$1B
Non-Disc.$871.5M
Employees75
Clients5,700
DateJul 2012
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$659.2M
Employees51
Clients5,600
DateMar 2012
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$659.2M
Employees51
Clients5,600
DateJan 2012
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$677.7M
Employees51
Clients5,200
DateMar 2010
Total AUM$1.6B
Discretionary$974.9M
Non-Disc.$652.4M
Employees51
Clients--
DateJun 2009
Total AUM$1.3B
Discretionary$834.3M
Non-Disc.$508M
Employees51
Clients--
DateMar 2009
Total AUM$1.3B
Discretionary$834.3M
Non-Disc.$508M
Employees51
Clients--
DateSep 2007
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$482.3M
Employees5
Clients--
DateAug 2007
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$482.3M
Employees5
Clients--
DateMar 2007
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$482.3M
Employees5
Clients--
DateMar 2006
Total AUM$1.3B
Discretionary$814.6M
Non-Disc.$471.7M
Employees5
Clients--
DateMay 2005
Total AUM$1.1B
Discretionary$658.9M
Non-Disc.$437M
Employees51
Clients--
DateMar 2002
Total AUM$407.5M
Discretionary$122.9M
Non-Disc.$284.6M
Employees51
Clients--
DateJul 2001
Total AUM$500.1M
Discretionary$205.4M
Non-Disc.$294.8M
Employees51
Clients--
DateJun 2001
Total AUM$500.1M
Discretionary$205.4M
Non-Disc.$294.8M
Employees51
Clients--