Advisor at 3Summit Investment Management, LLC
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Firm
3Summit Investment Management, LLC
Location
Vienna, VA 22182
Credentials
Series 65
Industry experience
9 years
Daniel Irvine is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Wells Capital Management, Inc. and both entities of 3Summit since 2010. He serves as Chairman of the Board of Trustees for PHILLIPS Programs and is a board member of SpringForward, both nonprofit organizations in Washington, DC. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages approximately $25 million in client assets using customized portfolios developed through proprietary software, combining multiple investment approaches and offering both discretionary and non-discretionary management.
Based on 3Summit Investment Management, LLC
Based on 3Summit Investment Management, LLC
1.25% annually
Account minimum: $500,000
8245 Boone Blvd., Suite 590
Vienna, VA 22182
Colorado · Virginia
3Summit Funds, LLC
2022 - Present (4 years)
3Summit Investment Management, L.L.C.
2016 - Present (10 years)
Wells Capital Management, Inc.
2010 - 2017 (7 years)
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Bank
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Trust company
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Real estate agent
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Other specialized services
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CFP®, Series 63, Series 65
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CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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