National Retirement Planning Experts

National Coverage
Local Professionals

SUMMIT FINANCIAL WEALTH ADVISORS

Tel: 337-232-1141
1021 E. St. Mary Blvd.
Lafayette, Louisiana  70503

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS is a Lafayette, Louisiana based financial advisory firm with nearly $1,243,129,187 in assets under management and provides investment advisory services for 2290 clients. There are currently 19 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning , Portfolio Management for Individuals , Pension Consulting Services , Selection of Other Advisors

Fee Structure:

A Percentage of AUM, Hourly charges, Fixed Fees, Other(REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTION

Firm CRD#:

171278

SEC#:

801-79686

No. of Clients:

2290

Assets under Management

$1,243,129,187

No. of Advisors:

19

More Financial Advisory Firms in Lafayette, Louisiana

More Firms in Lafayette, Louisiana >>