Dennis
Despres
Summit Global Investments, LLC
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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
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
Dennis Despres Work History
United Planners
Summit Global Investments
Dennis Despres
Dennis Despres
Despres Consulting Services
Wealthwave
Transamerica Financial Advisors, Inc
World Financial Group, Inc
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.
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