Haley & Summers Wealth Management, Inc.
Haley & Summers Wealth Management, Inc. (CRD# 108722) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $57,000,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Haley & Summers Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management57MILLION
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Total Number of Accounts44ACCOUNTS
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Average Account Value$1,295,455
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Haley & Summers Wealth Management, Inc.
1
Jeffrey Haley (CRD# 3053769) is an Investment Advisor Representative working at Haley & Summers Wealth Management, Inc. in Fort Wayne, IN and has over 25 years of experience in the finance industry.
2
Roger Summers (CRD# 1360759) is an Investment Advisor Representative working at Haley & Summers Wealth Management, Inc. in Fort Wayne , IN and has over 38 years of experience in the finance industry.
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