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
Summer Creek Wealth Management, LLC
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts105ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Summer Creek Wealth Management, LLC
1
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.
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