DFX Intelligence
Data Factory
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Reading the graph
managed by Summit Asset Strategies Wealth Management, LLC
WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Report year | Filed | ADV fund type | GAV | Owners |
|---|---|---|---|---|
| 2015 | Mar 23, 2015 | Other Private Fund | $6.6M | 1 |
| 2014 | Mar 17, 2014 | Other Private Fund | $9.1M | 1 |
| 2013 | Dec 4, 2013 | Other Private Fund | $7.6M | 1 |
| 2012 | Mar 28, 2012 | Other Private Fund | $7.6M | 1 |