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SUMMIT FINANCIAL
1700 S. El Camino Real, Suite 385
San Mateo, California 94402
Tel: 650-357-9410
About SUMMIT FINANCIAL
SUMMIT FINANCIAL, formally registered with the SEC as SUMMIT FINANCIAL. The firm was established in 12/01/2000. They have over 1 offices throughout the country.
SUMMIT FINANCIAL is a San Mateo, California based Financial Planning firm with nearly $499,355,666 assets under management, offering retirement planning & investment advisory services to 916 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109280 |
| SEC# | 801-58179 |
| Assets Managed by Firm | $499,355,666 |
| No. of Clients | 916 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 916 | $499,355,666 |
| Individuals (other than high net worth individuals) | 137 | $59,161,620 |
| High net worth individuals | 113 | $440,194,046 |
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