SUMMIT INVESTMENT ADVISORY SERVICES, LLC
Legal name: SUMMIT INVESTMENT ADVISORY SERVICES
CRD #168594 SEC #801-110650 ROSEVILLE, MN (651) 490-2939
SEC Registered
Total AUM
$632.5M
Discretionary
$627.7M
Employees
13
Clients
0
Accounts
2,251
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $632.5M | $627.7M | $4.8M | 13 | 0 |
| Feb 2025 | $632.5M | $627.7M | $4.8M | 13 | 0 |
| Feb 2025 | $632.5M | $627.7M | $4.8M | 13 | 0 |
| Jul 2024 | $562.2M | $556.7M | $5.5M | 12 | 0 |
| Jul 2024 | $562.2M | $556.7M | $5.5M | 12 | 0 |
| Apr 2024 | $562.2M | $556.7M | $5.5M | 12 | 0 |
| Jan 2024 | $562.2M | $556.7M | $5.5M | 12 | 0 |
| Jul 2023 | $456M | $453M | $3M | 13 | 0 |
| Mar 2023 | $456M | $453M | $3M | 13 | 0 |
| Mar 2022 | $490M | $486M | $4M | 6 | 0 |
| Mar 2022 | $490M | $486M | $4M | 6 | 0 |
| Feb 2022 | $490M | $486M | $4M | 6 | 0 |
| Jan 2022 | $490M | $486M | $4M | 6 | 0 |
| Jan 2022 | $424.4M | $420.8M | $3.6M | 6 | 0 |
| Feb 2021 | $424.4M | $420.8M | $3.6M | 6 | 0 |
| Feb 2021 | $424.4M | $420.8M | $3.6M | 6 | 0 |
| Nov 2020 | $333.3M | $327.3M | $6M | 6 | 0 |
| Oct 2020 | $333.3M | $327.3M | $6M | 5 | 0 |
| Oct 2020 | $333.3M | $327.3M | $6M | 6 | 0 |
| Sep 2020 | $333.3M | $327.3M | $6M | 6 | 0 |
| May 2020 | $333.3M | $327.3M | $6M | 6 | 0 |
| Mar 2020 | $333.3M | $327.3M | $6M | 6 | 0 |
| May 2019 | $257.8M | $253.5M | $4.3M | 6 | 0 |
| Mar 2019 | $257.8M | $253.5M | $4.3M | 5 | 0 |
| Feb 2019 | $257.8M | $253.5M | $4.3M | 6 | 0 |
| Jan 2019 | $233.8M | $229.8M | $4M | 6 | 1 |
| Aug 2018 | $233.8M | $229.8M | $4M | 6 | 1 |
| Jul 2018 | $233.8M | $229.8M | $4M | 6 | 1 |
| Feb 2018 | $202.2M | $201.9M | $280K | 6 | 1 |
| Dec 2017 | $184.8M | $182.1M | $2.7M | 6 | 3 |
| Dec 2017 | $184.8M | $182.1M | $2.7M | 6 | 3 |
| Aug 2017 | $112.5M | $111.9M | $601.1K | 5 | 300 |
| Jun 2017 | $112.5M | $111.9M | $601.1K | 5 | 300 |
| May 2017 | $112.5M | $111.9M | $601.1K | 5 | 300 |
DateMar 2025
Total AUM$632.5M
Discretionary$627.7M
Non-Disc.$4.8M
Employees13
Clients0
DateFeb 2025
Total AUM$632.5M
Discretionary$627.7M
Non-Disc.$4.8M
Employees13
Clients0
DateFeb 2025
Total AUM$632.5M
Discretionary$627.7M
Non-Disc.$4.8M
Employees13
Clients0
DateJul 2024
Total AUM$562.2M
Discretionary$556.7M
Non-Disc.$5.5M
Employees12
Clients0
DateJul 2024
Total AUM$562.2M
Discretionary$556.7M
Non-Disc.$5.5M
Employees12
Clients0
DateApr 2024
Total AUM$562.2M
Discretionary$556.7M
Non-Disc.$5.5M
Employees12
Clients0
DateJan 2024
Total AUM$562.2M
Discretionary$556.7M
Non-Disc.$5.5M
Employees12
Clients0
DateJul 2023
Total AUM$456M
Discretionary$453M
Non-Disc.$3M
Employees13
Clients0
DateMar 2023
Total AUM$456M
Discretionary$453M
Non-Disc.$3M
Employees13
Clients0
DateMar 2022
Total AUM$490M
Discretionary$486M
Non-Disc.$4M
Employees6
Clients0
DateMar 2022
Total AUM$490M
Discretionary$486M
Non-Disc.$4M
Employees6
Clients0
DateFeb 2022
Total AUM$490M
Discretionary$486M
Non-Disc.$4M
Employees6
Clients0
DateJan 2022
Total AUM$490M
Discretionary$486M
Non-Disc.$4M
Employees6
Clients0
DateJan 2022
Total AUM$424.4M
Discretionary$420.8M
Non-Disc.$3.6M
Employees6
Clients0
DateFeb 2021
Total AUM$424.4M
Discretionary$420.8M
Non-Disc.$3.6M
Employees6
Clients0
DateFeb 2021
Total AUM$424.4M
Discretionary$420.8M
Non-Disc.$3.6M
Employees6
Clients0
DateNov 2020
Total AUM$333.3M
Discretionary$327.3M
Non-Disc.$6M
Employees6
Clients0
DateOct 2020
Total AUM$333.3M
Discretionary$327.3M
Non-Disc.$6M
Employees5
Clients0
DateOct 2020
Total AUM$333.3M
Discretionary$327.3M
Non-Disc.$6M
Employees6
Clients0
DateSep 2020
Total AUM$333.3M
Discretionary$327.3M
Non-Disc.$6M
Employees6
Clients0
DateMay 2020
Total AUM$333.3M
Discretionary$327.3M
Non-Disc.$6M
Employees6
Clients0
DateMar 2020
Total AUM$333.3M
Discretionary$327.3M
Non-Disc.$6M
Employees6
Clients0
DateMay 2019
Total AUM$257.8M
Discretionary$253.5M
Non-Disc.$4.3M
Employees6
Clients0
DateMar 2019
Total AUM$257.8M
Discretionary$253.5M
Non-Disc.$4.3M
Employees5
Clients0
DateFeb 2019
Total AUM$257.8M
Discretionary$253.5M
Non-Disc.$4.3M
Employees6
Clients0
DateJan 2019
Total AUM$233.8M
Discretionary$229.8M
Non-Disc.$4M
Employees6
Clients1
DateAug 2018
Total AUM$233.8M
Discretionary$229.8M
Non-Disc.$4M
Employees6
Clients1
DateJul 2018
Total AUM$233.8M
Discretionary$229.8M
Non-Disc.$4M
Employees6
Clients1
DateFeb 2018
Total AUM$202.2M
Discretionary$201.9M
Non-Disc.$280K
Employees6
Clients1
DateDec 2017
Total AUM$184.8M
Discretionary$182.1M
Non-Disc.$2.7M
Employees6
Clients3
DateDec 2017
Total AUM$184.8M
Discretionary$182.1M
Non-Disc.$2.7M
Employees6
Clients3
DateAug 2017
Total AUM$112.5M
Discretionary$111.9M
Non-Disc.$601.1K
Employees5
Clients300
DateJun 2017
Total AUM$112.5M
Discretionary$111.9M
Non-Disc.$601.1K
Employees5
Clients300
DateMay 2017
Total AUM$112.5M
Discretionary$111.9M
Non-Disc.$601.1K
Employees5
Clients300