Summit Family Office Services, LLC

Summit Family Office Services, LLC (CRD# 171313) is a financial advisory firm headquartered in , . They manage $4,450,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

https://www.summitfamilyoffice.com/

By the Numbers

Total Assets Under Management

4

MILLION
Total Number of Accounts

30

ACCOUNTS
Average Account Value

$148,333

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Summit Family Office Services, LLC

Showing 1 - 2 of 2 top financial advisors.

Michael N. Herr

CRD#: 874203

Bellevue, WA

Michael Herr (CRD# 874203) 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.

David W. Young

CRD#: 2960150

Bellevue, WA

David Young (CRD# 2960150) is an Investment Advisor Representative working at Summit Family Office Services, LLC in Bellevue, WA and has over 26 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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