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).
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Total Assets Under Management173MILLION
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Total Number of Accounts418ACCOUNTS
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Average Account Value$414,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, OH
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.
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.
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.
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.
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.