Boyd
Pederson

Summit Global Investments, LLC

CRD#4487117
Investment Advisor
in Gunnison, CO

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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.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

100 East Gothic Avenue
Gunnison, CO 81230

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Summit Global Investments, LLC Brokerage Details

Total Assets Under Management

$2,028,895,819

CO Average: $693,624,108
Total Number of Employees

32

CO Average: 12
Total Number of Accounts

6,110

CO Average: 1,115
Average Account Size

$332,062

CO Average: $622,084

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

2023 - Present (1 year)

Summit Global Investments

2020 - Present (4 years)

Gunnison Village Properties LLC

2019 - Present (5 years)

Alignment Business Consulting, LLC

2019 - Present (5 years)

Wealthwave

2011 - Present (13 years)

Rocky Mountain Christian Ministries

2010 - Present (14 years)

Solution 54, LLC

2005 - Present (19 years)

Velocity Property, LLC

2001 - Present (23 years)

Pederson Enterprises, Inc

2000 - Present (24 years)

Colorado F& P LLC

2018 - 2020 (2 years)

Colonial Insurance

2018 - 2020 (2 years)

Roper Insurance

2017 - 2019 (2 years)

American Family Life Assurance Company

2012 - 2023 (11 years)

Transamerica Financial Advisors, Inc

2009 - 2019 (10 years)

Community Foundation Of The Gunnison Valley

2009 - 2019 (10 years)

Community Foundation Of The Gunnison Valley

2001 - 2023 (22 years)

Wfg

2001 - 2018 (17 years)

Colorado Elephant Hunter, LLC

1999 - 2018 (19 years)

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.

Financial Advisors at Summit Global Investments, LLC

Domenica Cairns
Englewood, CO
Colby Haupt
Bountiful, UT
Kendra Jablonski
Bountiful, UT
Louis Stradling
Bountiful, UT
Michelle Casulo
Bountiful, UT
Jacob Molnar
Clinton, UT
Nathan Driggs
Bountiful, UT
Adam Wright
Bountiful, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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