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  • Office

  • 3075 Townsgate Rd. Suite 180
  • Westlake Village, CA 91361
  • Hours

  • Monday through Friday
  • 8:30am to 5:00pm
  • Phone

  • (805) 418-4565
  • Fax

  • (805) 418-4570
Summit is a federal registered investment advisor. Summit may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Summit and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.
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