Summerlin Family Wealth, LLC
Summerlin Family Wealth, LLC (CRD# 189517) is a financial advisory firm headquartered in Las Vegas, NV. They manage $34,000,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$2,000,000
- 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
- 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 12 years of experience in the finance industry.