Riley
Packer
Summit Global Investments, LLC
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About this Advisor
Riley Packer is a financial advisor based in Mesa, Arizona, working with Summit Global Investments, LLC. Riley has previously held positions at Bahama Bucks, The Church Of Jesus Christ Of Latter-Day Saints, Orthoarizona, Moxie Pest Control, and Summit Global Investments. Riley has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Riley is part of Summit Global Investments, LLC, which operates out of Mesa, Arizona. The firm has 4 offices and 32 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Summit Global Investments, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Global Investments, LLC Brokerage Details
$2,028,895,819
32
6,110
$332,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Riley Packer Work History
Summit Global Investments
Moxie Pest Control
Orthoarizona
The Church Of Jesus Christ Of Latter-Day Saints
Bahama Bucks
Disclosures
Please visit the SEC profile of Riley Packer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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