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Adam R Clark

Summit Global Investments, LLC

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About Adam R Clark

Adam Clark is a financial advisor with Summit Global Investments, LLC, based in Bountiful, UT. Adam has been in the financial services industry since 2021. Adam Clark is a registered representative and investment advisor in the state of Utah and other states. Adam specializes in providing financial planning, investment management, and portfolio management services to individuals, families, businesses, and institutions.

Firm Information

Adam Clark is currently registered with Summit Global Investments, LLC. Summit Global Investments, LLC is an investment advisor based in Bountiful, Utah. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers analytical services and manages approximately $2 billion in assets for over 6,100 clients.
Summit Global Investments, LLC

620 SOUTH MAIN STREET

BOUNTIFUL, UT 84010

$2.03B

Assets Under Management

Not reported

Total Clients

86

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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analytical services.

Analytical services.

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Clark’s Registration & Firm History

UT

02/03/2025 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

UT

03/22/2021 - 09/18/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (CLEARFIELD UT)

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Licenses & Designations

IA

Issued 12/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam R Clark.
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