Summit Financial Advisors, LLC

Summit Financial Advisors, LLC (CRD# 109280) is a financial advisory firm headquartered in San Mateo, CA. They manage $171,874,926 in 680 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $252,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA

Financial Advisors at Summit Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Cristina P. Albright
CRD#: 4180080
109 Baldwin Ave, San Mateo, CA 94401
93
Wealthminder
score

Cristina Albright (CRD# 4180080) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in San Mateo, CA and has over 16 years of experience in the finance industry.

2
Mark B. Pietrofesa
CRD#: 1788669
109 Baldwin Ave, San Mateo, CA 94401
93
Wealthminder
score

Mark Pietrofesa (CRD# 1788669) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in San Mateo, CA and has over 25 years of experience in the finance industry.

3
Rafael O. Velez
CRD#: 2148488
109 Baldwin Ave, San Mateo, CA 94401
93
Wealthminder
score

Rafael Velez (CRD# 2148488) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in San Mateo, CA and has over 25 years of experience in the finance industry.

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