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SUMMIT FINANCIAL, LLC
Tel: 973-285-3600
4 Campus Drive Parsippany, New Jersey 07054
SUMMIT FINANCIAL, LLC
SUMMIT FINANCIAL, LLC is a Parsippany, New Jersey based financial advisory firm with nearly $11,545,251,683 in assets under management and provides investment advisory services for 19276 clients. There are currently 330 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
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
299322
SEC#:
801-114377
No. of Clients:
19276
Assets under Management
$11,545,251,683
No. of Advisors:
330
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