Summit Family Office Services, LLC

Summit Family Office Services, LLC (CRD# 171313) is a financial advisory firm headquartered in , . They manage $20,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $2,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Summit Family Office Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David W. Young
CRD#: 2960150
Bellevue, WA
93
Wealthminder
score

David Young (CRD# 2960150) is an Investment Advisor Representative working at Summit Family Office Services, LLC in Bellevue, WA and has over 19 years of experience in the finance industry.

2
Michael N. Herr
CRD#: 874203
Bellevue, WA
81
Wealthminder
score

Michael Herr (CRD# 874203) is an Investment Advisor Representative working at Summit Family Office Services, LLC in Bellevue, WA and has over 12 years of experience in the finance industry.

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