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SUMMIT FINANCIAL WEALTH ADVISORS
Tel: 337-232-1141
1021 E. St. Mary Blvd. Lafayette, Louisiana 70503
SUMMIT FINANCIAL WEALTH ADVISORS
SUMMIT FINANCIAL WEALTH ADVISORS is a Lafayette, Louisiana based financial advisory firm with nearly $1,430,463,689 in assets under management and provides investment advisory services for 2455 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
171278
SEC#:
801-79686
No. of Clients:
2455
Assets under Management
$1,430,463,689
No. of Advisors:
20
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