Advisor at 3Summit Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
3Summit Investment Management, LLC
Location
Denver, CO 80202
Credentials
Series 66
Industry experience
9 years
Garrett Phillips is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gordian Investments, Foreside Fund Services, and Wakefield Advisors. Outside of his advisory role, he is involved with Levinate, LLC, a business he has been associated with since 2012. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages around $25 million in client assets across approximately 95 relationships, offering discretionary and non-discretionary portfolio management, customized investment strategies, and sub-advisory services.
Based on 3Summit Investment Management, LLC
Based on 3Summit Investment Management, LLC
1.25% annually
Account minimum: $500,000
600 17th St., Ste. 2800 So.
Denver, CO 80202
Colorado · Virginia
3Summit Funds, LLC
2022 - Present (4 years)
Gordian Investments, Llc
2020 - 2021 (1 year)
3Summit Investment Management, L.L.C.
2018 - Present (8 years)
Foreside Fund Services
2016 - 2018 (2 years)
Wakefield Advisors, LLC
2016 - 2018 (2 years)
Alps Distributors
2016 - 2016 (1 year)
Levinate, LLC
2012 - Present (14 years)
Three Palms, LLC
2004 - 2016 (12 years)
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Is active or affiliated with:
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Broker-dealer / trader
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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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