Dennis
Despres

Summit Global Investments, LLC

CRD#6864748
Investment Advisor
in Parker, CO

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About this Advisor

Dennis Despres is a financial advisor based in Parker, Colorado, working with Summit Global Investments, LLC. Dennis has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Despres Consulting Services, Alpha Research Amp; Technology, Inc, Wealthwave, United Planners, Summit Global Investments, and Dennis Despres. Dennis has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Dennis is part of Summit Global Investments, LLC, which operates out of Parker, 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 65, Series 63

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

Parker, CO

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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

Dennis Despres Work History

2023 - Present (1 year)

United Planners

2023 - Present (1 year)

Summit Global Investments

2023 - Present (1 year)

Dennis Despres

2017 - Present (7 years)

Dennis Despres

2015 - Present (9 years)

Despres Consulting Services

2020 - 2023 (3 years)

Wealthwave

2017 - 2023 (6 years)

Transamerica Financial Advisors, Inc

2017 - 2023 (6 years)

World Financial Group, Inc

2012 - 2015 (3 years)

Alpha Research Amp; Technology, Inc

Disclosures

Please visit the SEC profile of Dennis Despres 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

Michelle Casulo
Bountiful, UT
Colby Haupt
Bountiful, UT
Adam Clark
Bountiful, UT
Adam Wright
Bountiful, UT
Nathan Driggs
Bountiful, UT
Louis Stradling
Bountiful, UT
Aash Shah
Bountiful, UT
Robin Kaukonen
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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