Louis
Stradling
Summit Global Investments, LLC
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About this Advisor
Louis Stradling is a financial advisor based in Bountiful, Utah, working with Summit Global Investments, LLC. Louis has previously held positions at The Vanguard Group, Inc, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Tesla, Merrill Lynch, Bank Of America, N.A, Stradling Wealth Strategies LLC, Medical Transport Services, Home Depot, Liberty Mutual, Lucid Motors, Zillow Inc, Keap LLC, and Summit Global Investments. Louis has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Louis 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
Louis Stradling Work History
Summit Global Investments
Keap LLC
Home Depot
Liberty Mutual
Lucid Motors
Zillow Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Tesla
Stradling Wealth Strategies LLC
Medical Transport Services
Merrill Lynch
Bank Of America, N.A
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Louis Stradling 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
Clinton, UT
Bountiful, UT
Englewood, CO
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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