SIA-SUMMIT INVESTMENT ADVISORS
CRD #150607 SEC #802-132635 #110, TX 817-586-3880
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 31, 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 |
|---|---|---|---|---|
| EFURD, JONATHAN, MICHAEL | I | MANAGING MEMBER | D | Control |
| LOUNSBERRY, JACKSON, JOHN | I | MANAGING MEMBER | D | Control |
Registrations
Federal
ERA
Mar 31, 2025 REGISTERED
Address
218 E. DALLAS RD#110, TX 76051
United States
Phone: 817-586-3880