Marlow
Felton
Summit Global Investments, LLC
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About this Advisor
Marlow Felton is a financial advisor based in Englewood, Colorado, working with Summit Global Investments, LLC. Marlow has previously held positions at Buehler Insurance Agency, Piper Financial Inc, Jonathan Manske, Author, Transamerica Financial Advisors, Inc, 247 Properties, LLC, Wave Financial Partners, Inc, Powr Network, Tcm Enterrises, Roper Insurance, Colonial Life, The Thompson Group, Warner Pacific, Star Denver, Impact Legacy LLC, Couples Money, LLC, United Planners, Summit Global Investments, Marlow Felton and Syracuse, LLC. Marlow has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Marlow is part of Summit Global Investments, LLC, which operates out of Englewood, 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
Marlow Felton Work History
United Planners
Summit Global Investments
Marlow Felton
Impact Legacy LLC
The Thompson Group
247 Properties, LLC
Couples Money, LLC
Author
Piper Financial Inc
Warner Pacific
Star Denver
Colonial Life
Syracuse, LLC
Roper Insurance
Tcm Enterrises
Wave Financial Partners, Inc
Powr Network
Transamerica Financial Advisors, Inc
Author
Jonathan Manske
Buehler Insurance Agency
Disclosures
Please visit the SEC profile of Marlow Felton 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
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
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