SUMMIT PORTFOLIO MANAGEMENT LLC
CRD #111243 SEC #801-46423 LAS VEGAS, NV 702 838 9999
SEC Registered
Total AUM
$169.7M
Discretionary
$159.5M
Employees
4
Clients
101
Accounts
108
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BOCK, TIMOTHY, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (8)
AZ CA ND NJ NV NY TX UT
Address
10091 PARK RUN DRIVE#110
LAS VEGAS, NV 89145
United States
Phone: 702 838 9999