National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > michigan > sterling heights

SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

Tel: 586-226-2100
43409 Schoenherr Road
Sterling Heights, Michigan  48313

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

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

More Financial Advisory Firms in Sterling Heights, Michigan

More Firms in Sterling Heights, Michigan >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.