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Aash Michael Shah

Investment Adviser Representative at SUMMIT GLOBAL INVESTMENTS, LLC

Bountiful, UTCRD #6765639Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
1 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aash Michael Shah has worked in the securities industry since 2017. They are registered to provide investment advisory services in Utah.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Utah

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $500,0002.00%
$500,000 to $999,9991.70%
$1,000,000 and above1.50%
Source

Summit Global Investments, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUMMIT GLOBAL INVESTMENTS, LLCCurrent
1/24/2018Bountiful, UT
SUMMIT GLOBAL INVESTMENTS, LLC
3/15/201712/31/2017Bountiful, UT

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aash Michael Shah has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Aash Michael Shah - Financial Advisor in Bountiful, UT | AdvisorFinder