Robert
Brown

Summit Global Investments, LLC

CRD#6037425
Investment Advisor
in Woods Cross, UT

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About this Advisor

Robert Brown is a financial advisor based in Woods Cross, Utah, working with Summit Global Investments, LLC. Robert has previously held positions at Business Networking International (Bni), Managed Wealth Financial, Wealthwave, Verity Investments, Inc, Summit Global Investments, LLC, United Planners, Robert Brown-Non Variable Ins, World Financial Group, Inc, and Transamerica Financial Advisors, Inc. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Idaho, Texas, and Utah. Currently, Robert is part of Summit Global Investments, LLC, which operates out of Woods Cross, 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 65, Series 63

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

Woods Cross, UT

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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

Robert Brown Work History

2023 - Present (2 years)

Summit Global Investments, LLC

2023 - Present (2 years)

United Planners

2023 - Present (2 years)

Robert Brown-Non Variable Ins

2023 - 2023 (< 1 year)

Verity Investments, Inc

2020 - 2023 (3 years)

Wealthwave

2016 - 2020 (4 years)

Business Networking International (Bni)

2016 - 2023 (7 years)

Transamerica Financial Advisors, Inc

2013 - 2023 (10 years)

Managed Wealth Financial

2013 - 2023 (10 years)

World Financial Group, Inc

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Disclosures

Please visit the SEC profile of Robert Brown 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

Adam Clark
Bountiful, UT
Aash Shah
Bountiful, UT
Michelle Casulo
Bountiful, UT
Kendra Jablonski
Bountiful, UT
Adam Wright
Bountiful, UT
Nathan Driggs
Bountiful, UT
Colby Haupt
Bountiful, UT
Jacob Molnar
Clinton, 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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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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