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Daniel Irvine

3summit Investment Management, LLC

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About Daniel Irvine

Daniel Irvine is an Investment Advisor Representative with 3summit Investment Management, LLC. He has been in the industry since 2010. Daniel is registered in Colorado and Virginia as an Investment Advisor Representative. His firm has offices in Vienna, Virginia. Daniel has a Series 65 license and has been with 3summit Investment Management, LLC since 2016. Daniel also serves as a member of the Board of Trustees of PHILLIPS Programs and SpringForward in Washington, DC. 3summit Investment Management, LLC provides financial planning services to individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.

Firm Information

Daniel Irvine is currently registered with 3summit Investment Management, LLC. 3summit Investment Management, LLC is an investment advisor with offices in Denver, Colorado. They specialize in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. The firm manages approximately $15.34 million in assets and has 46 clients, including high-net-worth individuals and individuals other than high-net-worth.

$15.34M

Assets Under Management

Not reported

Total Clients

3

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.

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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Daniel Irvine’s Registration & Firm History

VA

03/17/2017 - Present

3summit Investment Management, LLC (VIENNA VA)

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Licenses & Designations

IA

Issued 03/30/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Irvine.
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