Summit Global Investments LLC
Legal Name: SUMMIT GLOBAL INVESTMENTS, LLC
Full Contact Details
Summit Global Investments LLC
620 SOUTH MAIN STREET, BOUNTIFUL, UT
888-251-4847
888-251-4847
Other Info
Summit Global Investments LLC is an approved UT Limited Liability Company with a team of 12 employees, including 5 in advisory roles. Its client base is undisclosed and it was last registered with the SEC on May 10, 2012.
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SGI U.S. Large Cap Equity Fund | Summit Global Investments
MySGI About Us Team Contact Equity Approach Wealth Management U.S. Large Cap Equity Strategy U.S. Small Cap Equity Strategy U.S. Small Cap Core Equity Strategy Global Equity Strategy SGI U.S. Large Cap Fund SGI U.S. Small Cap Fund SGI U.S. Small Cap Core Fund SGI Global Fund Our Mission Responsible …
Website
Website
Summit Global Investments
MySGI About Us Team Contact Equity Approach Wealth Management U.S. Large Cap Equity Strategy U.S. Small Cap Equity Strategy U.S. Small Cap Core Equity Strategy Global Equity Strategy SGI U.S. Large Cap Fund SGI U.S. Small Cap Fund SGI U.S. Small Cap Core Fund SGI Global Fund Our Mission Responsible …
SGI U.S. Small Cap Equity Fund | Summit Global Investments
MySGI About Us Team Contact Equity Approach Wealth Management U.S. Large Cap Equity Strategy U.S. Small Cap Equity Strategy U.S. Small Cap Core Equity Strategy Global Equity Strategy SGI U.S. Large Cap Fund SGI U.S. Small Cap Fund SGI U.S. Small Cap Core Fund SGI Global Fund Our Mission Responsible …
Website
Website
Summit Global Investments
MySGI About Us Team Contact Equity Approach Wealth Management U.S. Large Cap Equity Strategy U.S. Small Cap Equity Strategy U.S. Small Cap Core Equity Strategy Global Equity Strategy SGI U.S. Large Cap Fund SGI U.S. Small Cap Fund SGI U.S. Small Cap Core Fund SGI Global Fund Our Mission Responsible …
Summit Global Investments
MySGI About Us Team Contact Equity Approach Wealth Management U.S. Large Cap Equity Strategy U.S. Small Cap Equity Strategy U.S. Small Cap Core Equity Strategy Global Equity Strategy SGI U.S. Large Cap Fund SGI U.S. Small Cap Fund SGI U.S. Small Cap Core Fund SGI Global Fund Our Mission Responsible …
Summit Global Investments
StrategiesSGI U.S. Large CapSGI U.S. Small CapSGI GlobalCommentaryNewsESGCompanyTeamContact Strategies U.S. Large Cap EquityU.S. Small Cap EquityGlobal EquityInternational Large Cap Equity Mutual Funds SGI U.S. Large Cap EquitySGI U.S. Small Cap EquitySGI Global Equity Research Market InsightsNews E…
Direct Owners
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BRENT GREGORY MESSEL
CHIEF COMPLIANCE OFFICER owns less than 5%
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BRYCE JAY SUTTON
MANAGING PARTNER; OWNER owns more than 5% but less than 10%
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CHRISTENSEN FAMILY HOLDINGS, INC.
MEMBER owns more than 10% but less than 25%
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DAVID LEE HARDEN
CEO owns less than 5%
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HARDEN CAPITAL, LLC
OWNER owns more than 25% but less than 50%
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RICHARD L THAWLEY & CYNTHIA A THAWLEY, TRUSTEES RESTATED RICHARD LEE THAWLEY AND CYNTHIA ANN THAWLEY COMMUNITY PROPERTY TRUST
MEMBER owns more than 10% but less than 25%
Indirect Owners
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CYNTHIA ANN THAWLEY
CO-TRUSTEE
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DAVID LEE HARDEN
PRESIDENT owns more than 25% but less than 50%
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JENNIFER HARDEN
MEMBER owns more than 25% but less than 50%
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LAURITZ CROOKSTON CHRISTENSEN
PRESIDENT
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MIKKEL LAURITZ CHRISTENSEN
SHAREHOLDER owns more than 25% but less than 50%
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RICHARD LEE THAWLEY
CO-TRUSTEE
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SHARRON DAISY CHRISTENSEN
SECRETARY