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Frank Andrew Gardanier

Summit Global Investments, LLC

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About Frank Andrew Gardanier

Frank Andrew Gardanier is a registered Investment Advisor Representative with Summit Global Investments, LLC. Frank has been in the industry since 2009. Frank is registered in the state of California. Frank has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Summit Global Investments, LLC is a Registered Investment Advisor that specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers financial planning services, analytical services, and other services. Frank is dedicated to providing personalized investment advice and financial planning services to help clients achieve their financial goals.

Firm Information

Frank Gardanier 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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Frank Gardanier’s Registration & Firm History

CA

04/03/2024 - Present

Summit Global Investments, LLC (Fremont CA)

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Licenses & Designations

IA

Issued 04/03/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frank Andrew Gardanier.
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