Summer Creek Wealth Management, LLC

Summer Creek Wealth Management, LLC (CRD# 165258) is a financial advisory firm headquartered in , . They manage $34,327,930 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $326,933
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Summer Creek Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer Brown, financial advisor New York NY
Jennifer L. Brown
CRD#: 2919751
New York, NY

Jennifer Brown (CRD# 2919751) is an Investment Advisor Representative working at Summer Creek Wealth Management, LLC in New York, NY and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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