Adam
Clark
Summit Global Investments, LLC
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About this Advisor
Adam Clark is a financial advisor based in Bountiful, Utah, working with Summit Global Investments, LLC. Adam has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, The Church Of Jesus Christ Of Latter-Day Saints, Life Changing Services, Davis School District, Choose Recovery Services, Wealthwave, Managed Wealth Financial, Summit Global Investments LLC, United Planners, Coaching, Adam Clark, and Summit Global Private Wealth. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Adam is part of Summit Global Investments, LLC, which operates out of Bountiful, Utah. 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
Adam Clark Work History
Summit Global Investments LLC
United Planners
Coaching
Adam Clark
Summit Global Private Wealth
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Choose Recovery Services
Wealthwave
Managed Wealth Financial
Life Changing Services
Davis School District
The Church Of Jesus Christ Of Latter-Day Saints
Davis School District
Disclosures
Please visit the SEC profile of Adam Clark 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
The content in this profile was updated by SmartAsset on 6/19/2024. 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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