Be advised. This firm is no longer registered.

Summit Financial Consultants, Inc.

Summit Financial Consultants, Inc. (CRD# 134192) is a financial advisory firm headquartered in Westlake Village, CA. They manage $264,490,873 in 659 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    659
    ACCOUNTS
  • Average Account Value
    $401,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Summit Financial Consultants, Inc.
No Advisor Found.
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