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SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Tel: 586-226-2100
43409 Schoenherr Road Sterling Heights, Michigan 48313
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST is a Sterling Heights, Michigan based financial advisory firm with nearly $122,131,914 in assets under management and provides investment advisory services for 1539 clients. There are currently 6 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 , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEE
Firm CRD#:
126570
SEC#:
801-123641
No. of Clients:
1539
Assets under Management
$122,131,914
No. of Advisors:
6
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