DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > florida > orlando
SUMMIT WEALTH PARTNERS, LLC
Tel: 407-656-2252
800 N. Orange Avenue Suite 302
Orlando, Florida 32801
SUMMIT WEALTH PARTNERS, LLC
SUMMIT WEALTH PARTNERS, LLC is a Orlando, Florida based financial advisory firm with nearly $629,505,333 in assets under management and provides investment advisory services for 2167 clients. There are currently 19 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
283648
SEC#:
801-107751
No. of Clients:
2167
Assets under Management
$629,505,333
No. of Advisors:
19
More Financial Advisory Firms in Orlando, Florida
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 705 | 13966 |
| CITADEL ADVISORS LLC | 148826 | 2932 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 6727 |
| GQG PARTNERS | 283720 | 189 |
| CORIENT | 319448 | 845 |
| ELLIOTT INVESTMENT MANAGEMENT L.P. | 307151 | 578 |
More Firms in Orlando, Florida >>