Summit X

Summit X, legally known as SUMMIT X, is a Missouri-based Limited Liability Company (LLC) with a team of 16 employees, with a majority of them working as advisors. The firm's current SEC status is noted as approved and has been registered since Jan 6, 2016, although the number of clients served is undisclosed.

• BRENT STEPHEN SPICUZZA

  OWNER owns more than 25% but less than 50%

• CARLTON JEROME DICK

  OWNER owns less than 5%

• ERICA JOAN GARZIA

  CHIEF COMPLIANCE OFFICER owns less than 5%

• KAYLA RENEE NIEMAN

  OWNER owns less than 5%

• MICHAEL GARRETT OTT

  OWNER owns more than 25% but less than 50%

• PETER JAMES DONOVAN

  OWNER owns more than 10% but less than 25%

• MBM Wealth Consultants LLC
• Marketriders Inc
• Clark Financial Services Group Inc
• Greencourse Financial Advisors LLC
• ST Louis Financial Planners Asset Management LLC
• ST Louis Financial Planners Inc
• Larson Financial Group LLC
• Mason ROAD Wealth Advisors LLC
• Brand Asset Management Group Inc
• Bridgewater Asset Management LLC

• Investment Insights: Analyzing Summit X, LLC's Q3 2022 vs. Q4 2022 13F Holdings

• Apple Inc $6,025k
• AT&T INC $5,878k
• DOUBLELINE INCOME $5,052k
• ABBVIE INC $4,204k
• ISHARES INC CORE MSCI EMKT $4,000k
• Facebook Inc $3,556k
• CISCO SYSTEMS INC $3,063k
• ENBRIDGE INC $2,526k
• ALPHABET INC $2,358k
• ISHARES INC $2,230k