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SUMMIT FINANCIAL
Tel: 410-584-9600
11350 Mccormick Road Executive Plaza Iii - Suite 501
Hunt Valley, Maryland 21031
SUMMIT FINANCIAL
SUMMIT FINANCIAL is a Hunt Valley, Maryland based financial advisory firm with nearly $255,026,324 in assets under management and provides investment advisory services for 583 clients. There are currently 8 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#:
281050
SEC#:
801-120644
No. of Clients:
583
Assets under Management
$255,026,324
No. of Advisors:
8
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