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 27 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 15 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 over 2 years 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 11 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 30 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.