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SUMMIT FINANCIAL

Tel: 650-357-9410
1700 S. El Camino Real, Suite 385
San Mateo, California  94402

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SUMMIT FINANCIAL

SUMMIT FINANCIAL is a San Mateo, California based financial advisory firm with nearly $499,355,666 in assets under management and provides investment advisory services for 916 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

109280

SEC#:

801-58179

No. of Clients:

916

Assets under Management

$499,355,666

No. of Advisors:

3

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