Eric
Burton
Summit Global Investments, LLC
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About this Advisor
Eric Burton is a financial advisor based in Saratoga Springs, Utah, working with Summit Global Investments, LLC. Eric has previously held positions at Edward Jones, Lees Marketplace, Er Lawncare, Logan Music Academy, Conserivce, Fidelity Investments, Syntrinsic Investment Counsel, LLC, Syntrinsic LLC, and Summit Global Investments. Eric has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Utah. Currently, Eric is part of Summit Global Investments, LLC, which operates out of Saratoga Springs, 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
Eric Burton Work History
Summit Global Investments
Syntrinsic LLC
Syntrinsic Investment Counsel, LLC
Fidelity Investments
Conserivce
Edward Jones
Logan Music Academy
Er Lawncare
Lees Marketplace
Disclosures
Please visit the SEC profile of Eric Burton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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