Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

United States; Missouri United States; California United States; Massachusetts United States; New York United States; Michigan United States; Detroit Michigan United States; Chesterfield Missouri United States; New York New York United States; Americas; North America; Northwest; Great Lakes; New York Metro
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Seed Round
Description
Summit Portfolio Management LLC is an investment advisory firm that specializes in portfolio management and financial planning services. The company focuses on delivering personalized investment strategies to help clients achieve their financial goals through disciplined asset allocation and risk management.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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