Adam
Clark

Summit Global Investments, LLC

CRD#7304208
Investment Advisor
in Bountiful, UT

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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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

620 South Main Street
Bountiful, UT 84010

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Summit Global Investments, LLC Brokerage Details

Total Assets Under Management

$2,028,895,819

UT Average: $693,624,108
Total Number of Employees

32

UT Average: 12
Total Number of Accounts

6,110

UT Average: 1,115
Average Account Size

$332,062

UT Average: $622,084

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

2023 - Present (1 year)

Summit Global Investments LLC

2023 - Present (1 year)

United Planners

2023 - Present (1 year)

Coaching

2023 - Present (1 year)

Adam Clark

2023 - Present (1 year)

Summit Global Private Wealth

2020 - 2023 (3 years)

Transamerica Financial Advisors, Inc

2020 - 2023 (3 years)

World Financial Group, Inc

2020 - 2023 (3 years)

Choose Recovery Services

2020 - 2023 (3 years)

Wealthwave

2018 - 2023 (5 years)

Managed Wealth Financial

2016 - 2023 (7 years)

Life Changing Services

2016 - 2017 (1 year)

Davis School District

2014 - 2016 (2 years)

The Church Of Jesus Christ Of Latter-Day Saints

2014 - 2014 (< 1 year)

Davis School District

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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

Louis Stradling
Bountiful, UT
Nathan Driggs
Bountiful, UT
Robin Kaukonen
Bountiful, UT
Adam Clark
Bountiful, UT
Michelle Casulo
Bountiful, UT
Adam Wright
Bountiful, UT
Colby Haupt
Bountiful, UT
Domenica Cairns
Englewood, CO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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