Summit Financial Consultants, Inc.

Summit Financial Consultants, Inc. (CRD# 134192) is a financial advisory firm headquartered in Westlake Village, CA. They manage $131,950,219 in 573 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $230,280
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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 Consultants, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Neil E. Elmouchi
CRD#: 200624
3011 Townsgate Rd., Suite 110, Westlake Village, CA 91361
96
Wealthminder
score

Neil Elmouchi (CRD# 200624) is an Investment Advisor Representative working at Summit Financial Consultants, Inc. in Westlake Village, CA and has over 26 years of experience in the finance industry.

2
Timothy J. Milaney
CRD#: 1305561
3011 Townsgate Rd., Suite 110, Westlake Village, CA 91361
93
Wealthminder
score

Timothy Milaney (CRD# 1305561) is an Investment Advisor Representative working at Summit Financial Consultants, Inc. in Westlake Village, CA and has over 14 years of experience in the finance industry.

3
Cody M. Klein
CRD#: 6115452
3011 Townsgate Rd., Suite 110, Westlake Village, CA 91361
90
Wealthminder
score

Cody Klein (CRD# 6115452) is an Investment Advisor Representative working at Summit Financial Consultants, Inc. in Westlake Village, CA and has 1 year of experience in the finance industry.

4
Karl P. Orlowski
CRD#: 5052541
3011 Townsgate Rd., Suite 110, Westlake Village, CA 91361
81
Wealthminder
score

Karl Orlowski (CRD# 5052541) is an Investment Advisor Representative working at Summit Financial Consultants, Inc. in Westlake Village, CA and has over 10 years of experience in the finance industry.

5
Jeffery M. Sorensen
CRD#: 1623946
3011 Townsgate Rd., Suite 110, Westlake Village, CA 91361
71
Wealthminder
score

Jeffery Sorensen (CRD# 1623946) is an Investment Advisor Representative working at Summit Financial Consultants, Inc. in Westlake Village, CA and has over 29 years of experience in the finance industry.

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