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Summit Ag Investors, LLC (Alden)


Summit Ag Investors, LLC is a large advisory firm based in Alden. It manages $163 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Iowa.

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Summit Ag Investors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Summit Ag Investors: assets under management

The assets under management (AUM) of Summit Ag Investors, LLC is $163 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $163 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.6 million each.
Summit Ag Investors has custody of $163 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Summit Ag Investors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alden

The principal office where Summit Ag Investors, LLC performs its advisory services is located at 10640 County Highway D20, Alden, IA 50006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 515-854-9820. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at summitaginvestors.com/.


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