Raegan
Rast

Summit Peak Investments, LLC

CRD#7421426
Investment Advisor
in Fort Worth, TX

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About this Advisor

Raegan Rast is a financial advisor operating out of Fort Worth, Texas. Rast is currently employed by Summit Peak Investments, LLC. During their career, the advisor has held roles at Summit Peak Investments, LLC, Texas Christian University and High School. Rast can advise clients in Texas. Summit Peak Investments, LLC is a company operating in Fort Worth, Texas. It controls $772 million in assets between its 27 client accounts, placing it among the larger firms in the nation by assets under management. The business offers portfolio management for pooled investment vehicles. Fees for financial advice usually vary depending on which services are provided. Fees billed by Summit Peak Investments, LLC likely consist of some combination of asset-based and performance-based fees.

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4900 Gage Ave.
Fort Worth, TX 76109

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Summit Peak Investments, LLC Brokerage Details

Total Assets Under Management

$772,351,836

Total Number of Employees

4

Total Number of Accounts

27

Average Account Size

$28,605,624

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Raegan Rast Work History

Raegan has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Summit Peak Investments, LLC

2017 - 2021 (4 years)

Texas Christian University

2011 - 2017 (6 years)

High School

*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 Raegan Rast 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 Peak Investments, LLC

Apurva Mehta
Fort Worth, TX
Raegan Rast
Fort Worth, TX
Patrick Oconnor
Camano Island, WA
Pooja Paresh
Denver, CO
Christopher Lightbound
Fort Worth, TX

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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