Matthew
Ravenscroft

Summit Portfolio Management LLC

CRD#7054836
Investment Advisor
in Las Vegas, NV

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About this Advisor

Matthew Ravenscroft is a financial advisor based out of Las Vegas, Nevada with 4 years of industry experience. Ravenscroft is currently employed by Summit Portfolio Management LLC. Ravenscroft has gained experience at John P. Dubots Capital Management, LLC, Dmi Engineers and Summit Portfolio Management. Ravenscroft has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in California and Nevada. Summit Portfolio Management LLC is a registered investment company operating out of Las Vegas, NV. It has $148 million in assets under management between its 308 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 308 customer accounts, 52% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Summit Portfolio Management LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fees charged by Summit Portfolio Management LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Las Vegas, NV

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Summit Portfolio Management LLC Brokerage Details

Total Assets Under Management

$147,838,377

NV Average: $664,206,839
Total Number of Employees

4

NV Average: 10
Total Number of Accounts

308

NV Average: 1,698
Average Account Size

$479,995

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Ravenscroft Work History

Matthew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Summit Portfolio Management

2001 - Present (23 years)

Dmi Engineers

2019 - 2019 (< 1 year)

John P. Dubots Capital Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Ravenscroft 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 Portfolio Management LLC

Brandon Cruz
Las Vegas, NV
Matthew Ravenscroft
Las Vegas, NV
Timothy Bock
Las Vegas, NV

The content in this profile was updated by SmartAsset on 4/16/2023. 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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