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Triple Summit Advisors, LLC

CRD 282764  ·  $108.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
282764
SEC number
801-135686
Firm type
RIA
Assets under management
$108.5M as of Apr 7, 2026
Website
www.youtube.com/@triplesummitadvisorsllc1574 ↗
Phone
(917) 574-2670
Address
Not yet retrieved from the source record

Advisors at this firm

2 in our index · page 1 of 1

  • Dan KanivasCRD 6614568 · Mercer Island, WA
    IA Registered
  • Wei WangCRD 4833881 · Newton, MA
    IA Registered
1–2 of 2

Source & corrections

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

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