Robin
Kaukonen
Summit Global Investments, LLC
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About this Advisor
Robin Kaukonen is a financial advisor based out of Bountiful, Utah who has 1 year of relevant experience. Kaukonen is an advisor for Summit Global Investments, LLC. Kaukonen has gained experience at World Equity Group, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Kaukonen maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Summit Global Investments, LLC is a registered investment company operating out of Bountiful, UT. The investment advisory business has a total of 21 employees. It controls $2 billion in assets under management among its 3,710 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves three charities and foundations. Of its 3,710 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number 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. Financial advisory fees typically are based on which services the firm provides the client. Fees billed by Summit Global Investments, LLC most likely consist of some blend 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
Robin Kaukonen Work History
Robin has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
World Equity Group
*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 Robin Kaukonen 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
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Bountiful, UT
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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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