Gregory
Caldwell
Summit Global Investments, LLC
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About this Advisor
Gregory Caldwell is a financial advisor based in Centennial, Colorado, working with Summit Global Investments, LLC. Gregory has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Axis Labs, G And G Enterprises, College Loan Freedom.Com, United Planners, Summit Global Investment, Greg R Caldwell-Non-Variable Insurance, and Summit Global Investments LLC. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Gregory is part of Summit Global Investments, LLC, which operates out of Centennial, 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
Gregory Caldwell Work History
United Planners
Summit Global Investment
Greg R Caldwell-Non-Variable Insurance
Summit Global Investments LLC
G And G Enterprises
College Loan Freedom.Com
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Axis Labs
Disclosures
Please visit the SEC profile of Gregory Caldwell 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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