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Izabela Betlinska

Summit Global Investments, LLC

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About Izabela Betlinska

Izabela Betlinska is a financial advisor with Summit Global Investments, LLC. Izabela has been in the financial industry since 2022 and has a Series 65 license. Izabela also has Series 6TO and SIE licenses. Izabela works with a variety of clients, including high net worth individuals, corporations, and individuals. Izabela provides a range of financial services, including financial planning, portfolio management, and analytical services. Izabela is dedicated to providing her clients with the best possible financial advice.

Firm Information

Izabela Betlinska 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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Izabela Betlinska’s Registration & Firm History

UT

03/19/2024 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

CO

06/27/2023 - 09/27/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 03/19/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2023

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

BC

Issued 12/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Izabela Betlinska.
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