Summer Fields Investments, LLC

Summer Fields Investments, LLC (CRD# 169250) is a financial advisory firm headquartered in , . They manage $19,840,800 in 174 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.summerfieldsinvestments.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $114,028
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA, MO, NY

Financial Advisors at Summer Fields Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Yosef Ferris, financial advisor Saint Louis MO
Yosef Y. Ferris
CRD#: 5781314
Saint Louis, MO

Yosef Ferris (CRD# 5781314) is an Investment Advisor Representative working at Summer Fields Investments, LLC in Saint Louis, MO and has over 13 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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