Summit Financial Advisors, Inc.

Summit Financial Advisors, Inc. (CRD# 145007) is a financial advisory firm headquartered in Middletown, OH. They manage $173,349,392 in 418 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $414,711
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OH

Financial Advisors at Summit Financial Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Peter B. Miller
CRD#: 4709231
41 N Broadway St, Lebanon, OH 45036

Peter Miller (CRD# 4709231) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 20 years of experience in the finance industry.

2
Roger L. Miller
CRD#: 852164
41 N Broadway St, Lebanon, OH 45036

Roger Miller (CRD# 852164) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 39 years of experience in the finance industry.

3
Dennis P. Vitori
CRD#: 852176
1046 Summit Drive, Middletown, OH 45042

Dennis Vitori (CRD# 852176) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Middletown, OH and has 1 year of experience in the finance industry.

4
Ellen M. Weed
CRD#: 4712621
41 N Broadway, Lebanon, OH 45036

Ellen Weed (CRD# 4712621) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 20 years of experience in the finance industry.

5
Matthew A. Weed
CRD#: 5112691
41 N Broadway St, Lebanon, OH 45036

Matthew Weed (CRD# 5112691) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 17 years of experience in the finance industry.

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