Summit X is an investment advisor in Chesterfield with $707.71 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
810874769
SEC advisor number
801-107111
FINRA CRD number
282502
AUM ?
$707.71 mm
(as of 3 May 22)
Accounts
4,231
(as of 3 May 22)
Employees
18
(18 investment advisory or research)
Address
Summit X
16020 SWINGLEY RIDGE ROAD
SUITE 110
CHESTERFIELD
MO 63017
16020 SWINGLEY RIDGE ROAD
SUITE 110
CHESTERFIELD
MO 63017
Office hours
APPOINTMENT ONLY, 8AM-5PM
Phone
(636) 590-7173
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dick, Carlton, Jerome | Owner | 12/2015 | < 5% |
Nieman, Kayla, Renee | Owner | 02/2016 | < 5% |
Ott, Michael, Garrett | Owner | 02/2016 | 25-50% |
Spicuzza, Brent, Stephen | Owner | 01/2016 | 25-50% |
Donovan, Peter, James | Owner | 02/2016 | 10-25% |
Koontz, Trisha, Kay | Chief Compliance Officer | 04/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21