Colby
Haupt
Summit Global Investments, LLC
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About this Advisor
Colby Haupt is a financial advisor based out of Bountiful, Utah who has 2 years of industry experience. Haupt is an employee of Summit Global Investments, LLC. The advisor has gained experience at Fidelity Brokerage Services LLC, Experis, Inc, Dixie State University and The Church Of Jesus Christ Of Latter-Day Saints. Haupt has Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in California, Idaho and Utah. Summit Global Investments, LLC is a business that has its headquarters in Bountiful, UT. The firm has a total of 21 people on staff. It oversees $2 billion in assets under management between its 3,710 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to three charitable organizations. Of its 3,710 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. Summit Global Investments, LLC provides a diverse assortment of services, such as 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. Fees for financial advice depend on which services the firm provides the client. Fee types billed by Summit Global Investments, LLC can be comprised of some combination of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Global Investments, LLC Brokerage Details
$1,536,735,753
21
3,710
$414,214
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
Colby Haupt Work History
Colby has been registered as a financial advisor for 2 years.*
Fidelity Brokerage Services LLC
Experis, Inc
Dixie State University
Dixie State University
The Church Of Jesus Christ Of Latter-Day Saints
*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 Colby Haupt 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
Mesa, AZ
Bountiful, UT
Bountiful, UT
Bountiful, UT
Mesa, AZ
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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