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Last updated: January 16th, 2020. Data source: SEC filings.
Summit Financial Strategies, federally registered in 1995, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 13 advisors. Summit Financial Strategies manages $1.1 billion and provides investment advisory services for 762 clients (1:59 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||10|
|Percentage of Advisors Trusted||79%|
|Average Client Balance||$1,505,547|
|Total AUM||$1.1 billion|
|Advisor / Client Ratio||1:59|
|SEC Filings||Forms and Brochures (CRD # 110112)|
|State(s) Registered||AZ, CA, FL, GA, IL, LA, MI, NH, NY, NC, OH, SC, TX, VA|