Frank
Gardanier
Summit Global Investments, LLC
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About this Advisor
Frank Gardanier is a financial advisor based in Fremont, California, working with Summit Global Investments, LLC. Frank has previously held positions at City Of San Jose, Preferred Financial Group, Gold Star Mortgage Financial Group, San Jose Police And Fire Pension Plan, and Summit Global Investments. Frank has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Frank is part of Summit Global Investments, LLC, which operates out of Fremont, California. 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
Frank Gardanier Work History
Summit Global Investments
Preferred Financial Group
San Jose Police And Fire Pension Plan
City Of San Jose
Gold Star Mortgage Financial Group
Preferred Financial Group
Disclosures
Please visit the SEC profile of Frank Gardanier 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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