Summit Global Investments, LLC

Overview

Summit Global Investments, LLC is an SEC registered investment adviser based in Bountiful, UT, registered since 2012. It reports $2.3B in assets under management across 10,822 accounts, with 37 employees. It has 101 investment adviser representatives.

Reported AUM

$2.3B

Discretionary

100%

Accounts

10,822

Average account

$212K

Employees

37

Advisory reps

101

Registered since

2012

Jurisdictions

44

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pooled Investment Vehicles

Fee structure

Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• David Lee Harden Chief Executive Officer CRD 2408466
• John Lore Chief Compliance Officer CRD 6360681

Advisory reps 3 of 101

• Izabela Betlinska Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7726779
• Michael A Bloomer Insurance Agent · Investment Adviser Rep CRD 7437323
• Amy Melissa Brown Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6377882

98 more advisory reps, with emails, phones and branch locations

Location

Headquarters

620 S Main St
Bountiful, UT 84010

County

Davis

Metro area

Ogden-Clearfield, UT

Region

West

Registrations

• SEC registered
• Registered in 44 jurisdictions
• Website: silvx.com

Every state, with registration dates

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