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Matthew Wayne Ravenscroft

Summit Portfolio Management LLC

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About Matthew Wayne Ravenscroft

Matthew Ravenscroft is a registered Investment Advisor Representative with Summit Portfolio Management LLC in Las Vegas, NV. Matthew is a licensed electrical engineer and has been working in this field since 2001. In 2018, Matthew passed the Uniform Investment Adviser Law Examination and has been registered as an Investment Advisor in California and Nevada since 2019. Matthew specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Summit Portfolio Management LLC is a firm that specializes in providing investment advisory services to individuals and businesses. The firm manages assets for individuals and has approximately $168,992,344 in regulatory assets under management.

Firm Information

Matthew Ravenscroft is currently registered with Summit Portfolio Management LLC. Summit Portfolio Management LLC is a Registered Investment Adviser based in Las Vegas, NV. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Summit Portfolio Management LLC manages approximately $168,992,344 in regulatory assets under management for 477 accounts.
Summit Portfolio Management LLC

10091 PARK RUN DRIVE

LAS VEGAS, NV 89145

$168.99M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Matthew Ravenscroft’s Registration & Firm History

NV

10/07/2019 - Present

Summit Portfolio Management LLC (Las Vegas NV)

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Licenses & Designations

IA

Issued 04/02/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Wayne Ravenscroft.
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