Boyd
Pederson
Summit Global Investments, LLC
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About this Advisor
Boyd Pederson is a financial advisor based in Gunnison, Colorado, working with Summit Global Investments, LLC. Boyd has previously held positions at Clorado Property & Investment, Colorado F& P LLC, Wfg, Colorado Elephant Hunter, LLC, Velocity Property, LLC, Pederson Enterprises, Inc, Rocky Mountain Christian Ministries, Solution 54, LLC, Community Foundation Of The Gunnison Valley, Colonial Insurance, Roper Insurance, Alignment Business Consulting, LLC, Gunnison Village Properties LLC, Wealthwave, Summit Global Investments, American Family Life Assurance Company, and Transamerica Financial Advisors, Inc. Boyd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Boyd is part of Summit Global Investments, LLC, which operates out of Gunnison, Colorado. 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.
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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
Boyd Pederson Work History
Summit Global Investments
Gunnison Village Properties LLC
Alignment Business Consulting, LLC
Wealthwave
Rocky Mountain Christian Ministries
Solution 54, LLC
Velocity Property, LLC
Pederson Enterprises, Inc
Colorado F& P LLC
Colonial Insurance
Roper Insurance
American Family Life Assurance Company
Transamerica Financial Advisors, Inc
Community Foundation Of The Gunnison Valley
Community Foundation Of The Gunnison Valley
Wfg
Colorado Elephant Hunter, LLC
Clorado Property & Investment
Disclosures
Please visit the SEC profile of Boyd Pederson 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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