SUMMIT INVESTMENT ADVISORS INC
Legal name: NORMANDY INVESTMENT ADVISORS
CRD #316321 SEC #801-122314 LEAWOOD, KS 913-914-1944
SEC Registered
Total AUM
$142M
Discretionary
$142M
Employees
6
Clients
25
Accounts
249
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $142M | $142M | $0 | 6 | 8 |
| Mar 2024 | $129.6M | $129.6M | $0 | 5 | 7 |
| Mar 2023 | $104.2M | $104.2M | $0 | 5 | 0 |
| Jan 2022 | $119.9M | $119.9M | $0 | 4 | 4 |
| Aug 2021 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees6
Clients8
DateMar 2024
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees5
Clients7
DateMar 2023
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees4
Clients4
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0