Summit Financial Strategies

Trust Score 98%
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Last updated: August 21st, 2019. Data source: SEC filings.


Summit Financial Strategies, federally registered in 1995, is a Registered Investment Advisor (RIA) in 17 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.


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Firm Information

Feature Value
Minimum Investment $333,333
Average Client Balance $1,505,547
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:59
Headquarters Columbus, OH
SEC Filings Forms and Brochures    (CRD # 110112)
State(s) Registered AZ, CA, CO, FL, GA, IL, LA, MI, NH, NY, NC, OH, SC, TX, VA, WA, WV

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