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7summit Advisors, LLC

Headquartered in LOS ANGELES, CA

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Firm Information

7Summit Advisors, LLC is an investment advisor that provides portfolio management services for individuals and high-net-worth individuals. The firm manages approximately $28.8 million in assets for 64 clients.

7summit Advisors, LLC

$28.79M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

7SUMMIT ADVISORS, LLC has a total of 1 branch locations across the country.
location

LOS ANGELES, CA

Advisors at 7summit Advisors, LLC

View All 1 Advisors
UnclaimedVerified
Li-wei Chang

CFP®, RA

LOS ANGELES, CA

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Disclosures

There are no public disclosures for 7summit Advisors, LLC.

Frequently Asked Questions (6)

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