Summit Global Investments, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

157091

SEC number

801-76631

Firm type

RIA

Assets under management

$2.3B as of Jun 24, 2026

Website

www.silvx.com ↗

Phone

888-251-4847

Address

620 South Main Street, Bountiful, UT, 84010

Advisors at this firm

84 in our index · page 1 of 2

• Izabela BetlinskaCRD 7726779 · Bountiful, UT
  IA RegisteredBroker
• Amy Melissa BrownCRD 6377882 · Woods Cross, UT
  IA RegisteredBroker
• Richard Keith BrownCRD 4577569 · Grand Junction, CO
  IA RegisteredBroker
• Robert M BrownCRD 6037425 · Woods Cross, UT
  IA RegisteredRegistration inactive
• Michael Allen BloomerCRD 7437323 · Mesa, AZ
  IA RegisteredRegistration inactive
• Gregory Robert CaldwellCRD 6893219 · Centennial, CO
  IA RegisteredBroker
• Shirley Si ChengCRD 5962732 · Norwood, MA
  IA RegisteredRegistration inactive
• Andrew ChildCRD 6400192 · Draper, UT
  IA RegisteredRegistration inactive
• Travis Ray ChristiansenCRD 4235688 · Hurricane, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Heather Marie ChurchCRD 4393292 · Arvada, CO
  IA RegisteredBroker
• Christopher Layton ClaridgeCRD 5094005 · Mesa, AZ
  IA RegisteredRegistration inactive
• Adam R ClarkCRD 7304208 · Layton, UT
  IA RegisteredBroker
• Heidi Kay ClarkCRD 6949187 · Syracuse, UT
  IA RegisteredBroker
• Weston S CordonCRD 7125073 · Bountiful, UT
  IA RegisteredRegistration inactive
• Jeffrey John CoxCRD 2649407 · Bountiful, UT
  IA RegisteredRegistration inactive
• Keith Milton CroganCRD 7148471 · Dover, NH
  IA RegisteredRegistration inactive
• Richard Leslie CunninghamCRD 1362301 · Draper, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Tamara CarbajalCRD 7860476 · Castle Rock, CO
  IA Registered
• David ChengCRD 7891410 · Norwood, MA
  IA RegisteredRegistration inactive
• Lai Mui ChuCRD 7395516 · Norwood, MA
  IA RegisteredRegistration inactive
• Daniel Patrick CongramCRD 3070609 · Draper, UT
  IA RegisteredRegistration inactive
• Bret Thomas CroweCRD 7717716 · Queen Creek, AZ
  IA RegisteredRegistration inactive
• Dennis P DespresCRD 6864748 · Parker, CO
  IA RegisteredBroker
• Nathan Eldon Tanner DriggsCRD 6724236 · Bountiful, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Cesar Duenas SanchezCRD 7065708 · Bountiful, UT
  IA RegisteredRegistration inactive
• Dallas S DaviesCRD 8021373 · Clinton, UT
  IA Registered
• Joshua EkolaCRD 5961731 · Centerville, OH
  IA RegisteredRegistration inactive
• Christopher Philip ErvinCRD 5558801 · Littleton, CO
  IA RegisteredBroker
• Robert Steven FarrellCRD 2531767 · Bountiful, UT
  IA Registered
• Kerri Leigh FarrenCRD 4554773 · Englewood, CO
  IA RegisteredRegistration inactive
• Marlow Lynn FeltonCRD 4784040 · Englewood, CO
  IA RegisteredBroker
• Adam GriggsCRD 6374120 · Sunbury, OH
  IA RegisteredRegistration inactive
• Frank Andrew GardanierCRD 7878692 · Fremont, CA
  IA Registered
• Seth Michael GriffinCRD 7979307 · Concord, NC
  IA Registered
• David Lee HardenCRD 2408466 · Bountiful, UT
  IA Registered
• Matthew HardenCRD 7911416 · Bountiful, UT
  IA Registered
• Terry Samuel HatchCRD 7888910 · Ringgold, GA
  IA Registered
• Layne Curtis JensenCRD 4221961 · Thatcher, AZ
  IA RegisteredBroker
• Tommy Call JensenCRD 7020672 · Thatcher, AZ
  IA RegisteredRegistration inactive
• Robin Mechlowitz KaukonenCRD 2436525 · Bountiful, UT
  IA RegisteredRegistration inactive
• George Mcferren KieblerCRD 5068068 · Englewood, CO
  IA RegisteredBroker
• Anthony Scott KnaubertCRD 5810785 · Bountiful, UT
  IA RegisteredBroker
• Janet LeeCRD 4102628 · Bountiful, UT
  IA Registered
• Jeremy Todd LytleCRD 6947722 · Bountiful, UT
  IA RegisteredBroker
• David LawrenceCRD 7767789 · Thornton, CO
  IA RegisteredRegistration inactive
• Christopher Wayne LoseyCRD 2699398 · Thornton, CO
  IA RegisteredRegistration inactive
• Christopher Joseph ManningCRD 7689968 · Lutz, FL
  IA RegisteredBroker
• John Wesley McgeheeCRD 2178651 · Englewood, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Agnes Carolyn MedinaCRD 4270422 · Prosper, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Reed Armstrong MeyerCRD 5492780 · Arvada, CO
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.