Summit Asset Management, LLC
Summit Asset Management, LLC (CRD# 126244) is a financial advisory firm headquartered in Branford, CT. They manage $75,375,248 in 145 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management75MILLION
Total Number of Accounts145ACCOUNTS
Average Account Value$519,829
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CT, MA, TX