Summerlin Family Wealth, LLC
Summerlin Family Wealth, LLC (CRD# 189517) is a financial advisory firm headquartered in Las Vegas, NV. They manage $25,500,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$2,833,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Annie Evans (CRD# 4972050) is an Investment Advisor Representative working at Summerlin Family Wealth, LLC in Las Vegas, NV and has over 10 years of experience in the finance industry.