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SUMMIT FINANCIAL STRATEGIES INC

Tel: 614-885-1115
4111 Worth Ave.
#510
Columbus, Ohio  43219-3599

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SUMMIT FINANCIAL STRATEGIES INC

SUMMIT FINANCIAL STRATEGIES INC is a Columbus, Ohio based financial advisory firm with nearly $2,054,390,311 in assets under management and provides investment advisory services for 977 clients. There are currently 32 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Other (FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORT

Firm CRD#:

110112

SEC#:

801-50616

No. of Clients:

977

Assets under Management

$2,054,390,311

No. of Advisors:

32

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